+1,983.3%
TRGP vs RY
+585.5%
+1,397.8%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -1.3% |
| 7D | -16.0% | -0.9% | -15.1% | -15.4% |
| 30D | -6.4% | +5.9% | -12.3% | -12.2% |
| 3M | -1.0% | -4.3% | +3.3% | +2.6% |
| 6M | +7.0% | +12.1% | -5.1% | -7.2% |
| YTD | +46.1% | +20.3% | +25.8% | +16.2% |
| 1Y | +58.7% | +41.0% | +17.7% | +5.8% |
| 3Y | +221.9% | +157.5% | +64.3% | +6.0% |
| 5Y | +419.9% | +123.2% | +296.7% | +100.0% |
| 10Y | +769.8% | +365.7% | +404.1% | +81.2% |
| All | +1,983.3% | +585.5% | +1,397.8% | +258.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling