+803.8%
TRGP vs STZ
+12.8%
+791.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.7% | +4.2% |
| 7D | +2.4% | -0.9% | +3.3% | +2.9% |
| 30D | +0.8% | +14.9% | -14.1% | -6.5% |
| 3M | +10.4% | +8.4% | +1.9% | +4.8% |
| 6M | +16.3% | +2.8% | +13.4% | +12.6% |
| YTD | +61.1% | +7.5% | +53.6% | +49.4% |
| 1Y | +71.6% | +12.5% | +59.1% | +54.6% |
| 3Y | +267.5% | -35.4% | +302.9% | +332.9% |
| 5Y | +488.1% | -29.3% | +517.4% | +533.3% |
| 10Y | +803.8% | +11.8% | +792.0% | +749.8% |
| All | +803.8% | +12.8% | +791.0% | +749.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling