+2,174.7%
TRGP vs SUI
+549.0%
+1,625.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -1.0% |
| 7D | +0.8% | -2.8% | +3.6% | +2.1% |
| 30D | +11.5% | -1.2% | +12.7% | +11.9% |
| 3M | +9.0% | -1.7% | +10.7% | +9.4% |
| 6M | +20.5% | -10.5% | +31.0% | +26.0% |
| YTD | +59.5% | -1.8% | +61.4% | +59.4% |
| 1Y | +77.9% | -4.1% | +82.0% | +79.3% |
| 3Y | +253.6% | +11.3% | +242.3% | +219.8% |
| 5Y | +615.5% | -32.1% | +647.6% | +720.5% |
| 10Y | +897.1% | +110.4% | +786.7% | +586.9% |
| All | +2,174.7% | +549.0% | +1,625.7% | +730.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling