+855.6%
TRGP vs STZ
-10.3%
+865.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.7% |
| 7D | -0.6% | -4.1% | +3.5% | +1.3% |
| 30D | +10.0% | -7.6% | +17.6% | +13.9% |
| 3M | +7.6% | -12.3% | +19.9% | +13.8% |
| 6M | +26.8% | -16.3% | +43.1% | +36.3% |
| YTD | +60.6% | -8.4% | +68.9% | +62.5% |
| 1Y | +82.5% | -10.8% | +93.3% | +86.3% |
| 3Y | +265.0% | -49.0% | +314.0% | +390.2% |
| 5Y | +645.9% | -36.5% | +682.4% | +743.8% |
| All | +855.6% | -10.3% | +865.9% | +877.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded STZ 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling