+500.5%
TRGP vs SUI
-26.4%
+527.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.1% |
| 7D | +12.4% | -1.5% | +13.9% | +12.8% |
| 30D | +2.6% | +3.7% | -1.1% | +1.3% |
| 3M | +11.9% | -0.4% | +12.2% | +11.5% |
| 6M | +13.9% | -2.8% | +16.7% | +14.2% |
| YTD | +64.2% | -1.6% | +65.8% | +63.5% |
| 1Y | +78.5% | -2.1% | +80.6% | +78.0% |
| 3Y | +272.9% | +18.5% | +254.4% | +237.7% |
| All | +500.5% | -26.4% | +527.0% | +557.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling