+2,174.7%
TRGP vs SPY
+720.9%
+1,453.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.7% |
| 7D | +0.8% | +0.1% | +0.7% | +0.6% |
| 30D | +11.5% | +0.1% | +11.5% | +11.2% |
| 3M | +9.0% | +2.0% | +7.0% | +5.1% |
| 6M | +20.5% | +13.0% | +7.5% | +1.0% |
| YTD | +59.5% | +13.5% | +46.0% | +32.6% |
| 1Y | +77.9% | +20.0% | +57.9% | +37.1% |
| 3Y | +253.6% | +77.2% | +176.4% | +60.1% |
| 5Y | +615.5% | +81.9% | +533.6% | +207.1% |
| 10Y | +897.1% | +314.1% | +583.0% | +64.4% |
| All | +2,174.7% | +720.9% | +1,453.7% | +89.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling