+645.9%
TRGP vs SPXU
-85.5%
+731.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.7% | +0.7% |
| 7D | -0.6% | +6.4% | -6.9% | +1.2% |
| 30D | +10.0% | +5.9% | +4.0% | +11.7% |
| 3M | +7.6% | -11.7% | +19.3% | +3.8% |
| 6M | +26.8% | -28.7% | +55.5% | +15.1% |
| YTD | +60.6% | -26.4% | +86.9% | +47.7% |
| 1Y | +82.5% | -35.2% | +117.7% | +61.9% |
| 3Y | +265.0% | -79.8% | +344.8% | +146.4% |
| 5Y | +645.9% | -86.1% | +731.9% | +414.2% |
| All | +645.9% | -85.5% | +731.4% | +414.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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