+638.2%
TRGP vs STLA
-62.5%
+700.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.1% | +4.5% | +2.1% |
| 7D | -0.6% | +0.7% | -1.3% | -0.8% |
| 30D | +14.6% | -2.4% | +16.9% | +14.8% |
| 3M | +11.9% | -23.9% | +35.8% | +17.5% |
| 6M | +25.3% | -24.6% | +49.9% | +30.4% |
| YTD | +61.9% | -50.5% | +112.4% | +84.4% |
| 1Y | +87.3% | -39.8% | +127.1% | +99.3% |
| 3Y | +268.0% | -65.6% | +333.6% | +338.8% |
| 5Y | +638.2% | -62.1% | +700.3% | +695.0% |
| All | +638.2% | -62.5% | +700.7% | +695.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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