+773.0%
TRGP vs RY
+354.4%
+418.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.6% | +5.7% | +5.6% |
| 7D | -5.8% | -0.6% | -5.2% | -5.3% |
| 30D | -1.5% | +6.1% | -7.6% | -8.2% |
| 3M | +6.1% | -3.4% | +9.5% | +9.1% |
| 6M | +14.4% | +12.8% | +1.6% | -2.8% |
| YTD | +55.3% | +21.0% | +34.3% | +20.0% |
| 1Y | +69.1% | +40.5% | +28.7% | +8.9% |
| 3Y | +254.3% | +159.9% | +94.4% | +0.5% |
| 5Y | +471.4% | +125.0% | +346.4% | +92.6% |
| 10Y | +773.0% | +350.6% | +422.4% | +109.4% |
| All | +773.0% | +354.4% | +418.6% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 10y: compounded portfolio wealth divided by compounded RY 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…
10y analysis · Full analysis span regression · 6 months rolling