+77.0%
TRGP vs RBA
-5.6%
+82.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +1.5% |
| 7D | +9.0% | -0.5% | +9.6% | +9.0% |
| 30D | +1.5% | +6.8% | -5.3% | +1.7% |
| 3M | +10.7% | +9.5% | +1.3% | +10.8% |
| 6M | +17.1% | -8.2% | +25.3% | +16.5% |
| YTD | +63.6% | -7.7% | +71.4% | +61.2% |
| 1Y | +77.0% | -6.9% | +83.9% | +73.9% |
| All | +77.0% | -5.6% | +82.5% | +73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded RBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling