+850.1%
TRGP vs SBAC
+87.1%
+763.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -1.1% |
| 7D | +0.1% | -2.1% | +2.2% | +0.5% |
| 30D | +8.0% | +2.0% | +6.0% | +7.4% |
| 3M | +8.3% | -8.3% | +16.6% | +10.1% |
| 6M | +23.9% | +0.3% | +23.6% | +22.3% |
| YTD | +59.6% | -2.2% | +61.8% | +58.3% |
| 1Y | +79.4% | -4.6% | +84.1% | +78.9% |
| 3Y | +269.4% | -8.3% | +277.7% | +261.8% |
| 5Y | +641.6% | -42.8% | +684.5% | +727.7% |
| All | +850.1% | +87.1% | +763.0% | +724.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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