+78.5%
TRGP vs S
+30.9%
+47.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.8% | +0.3% |
| 7D | +12.4% | +2.0% | +10.4% | +12.4% |
| 30D | +2.6% | -2.7% | +5.3% | +2.8% |
| 3M | +11.9% | -6.9% | +18.7% | +12.0% |
| 6M | +13.9% | +38.1% | -24.1% | +17.4% |
| YTD | +64.2% | +48.0% | +16.2% | +71.0% |
| 1Y | +78.5% | +34.5% | +44.0% | +86.1% |
| All | +78.5% | +30.9% | +47.6% | +86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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