+762.0%
TRGP vs SUI
+115.7%
+646.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -2.0% |
| 7D | -16.0% | +6.2% | -22.2% | -18.6% |
| 30D | -6.4% | +8.6% | -15.0% | -10.5% |
| 3M | -1.0% | +1.0% | -2.0% | -2.2% |
| 6M | +7.0% | -2.6% | +9.6% | +7.1% |
| YTD | +46.1% | -0.1% | +46.2% | +43.8% |
| 1Y | +58.7% | +0.5% | +58.2% | +55.7% |
| 3Y | +221.9% | +15.3% | +206.6% | +182.9% |
| 5Y | +419.9% | -26.1% | +446.0% | +477.4% |
| All | +762.0% | +115.7% | +646.2% | +685.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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