+2,174.7%
TRGP vs SPXU
-100.0%
+2,274.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -0.7% |
| 7D | +0.8% | -0.1% | +0.9% | +0.7% |
| 30D | +11.5% | +0.8% | +10.7% | +11.8% |
| 3M | +9.0% | -4.7% | +13.7% | +6.9% |
| 6M | +20.5% | -29.6% | +50.1% | +4.3% |
| YTD | +59.5% | -29.9% | +89.4% | +38.3% |
| 1Y | +77.9% | -39.1% | +117.0% | +46.1% |
| 3Y | +253.6% | -80.0% | +333.6% | +101.3% |
| 5Y | +615.5% | -86.0% | +701.5% | +318.8% |
| 10Y | +897.1% | -99.5% | +996.6% | +137.4% |
| All | +2,174.7% | -100.0% | +2,274.6% | +171.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling