+850.1%
TRGP vs SPY
+322.5%
+527.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.4% | -1.6% |
| 7D | +0.1% | -0.8% | +0.8% | +1.0% |
| 30D | +8.0% | -1.1% | +9.1% | +9.2% |
| 3M | +8.3% | +3.9% | +4.4% | +2.2% |
| 6M | +23.9% | +13.6% | +10.3% | +3.2% |
| YTD | +59.6% | +12.7% | +47.0% | +34.0% |
| 1Y | +79.4% | +17.5% | +61.9% | +41.9% |
| 3Y | +269.4% | +76.9% | +192.5% | +65.8% |
| 5Y | +641.6% | +83.6% | +558.1% | +209.1% |
| All | +850.1% | +322.5% | +527.7% | +56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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