+620.9%
TRGP vs RRX
+17.8%
+603.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.3% | -1.4% |
| 7D | +0.1% | -0.3% | +0.4% | +0.1% |
| 30D | +8.0% | -6.1% | +14.2% | +9.5% |
| 3M | +8.3% | -23.1% | +31.3% | +13.4% |
| 6M | +23.9% | -19.5% | +43.4% | +26.3% |
| YTD | +59.6% | +16.1% | +43.6% | +45.1% |
| 1Y | +79.4% | +12.9% | +66.5% | +63.4% |
| 3Y | +269.4% | +7.9% | +261.5% | +230.5% |
| All | +620.9% | +17.8% | +603.1% | +490.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 5y: compounded portfolio wealth divided by compounded RRX 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…
5y analysis · Full analysis span regression · 6 months rolling