+2,174.7%
TRGP vs TAP
+23.9%
+2,150.8%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | +0.8% | -2.3% | +3.1% | +1.7% |
| 30D | +11.5% | -2.1% | +13.7% | +12.3% |
| 3M | +9.0% | +6.6% | +2.4% | +4.8% |
| 6M | +20.5% | -11.5% | +32.0% | +25.9% |
| YTD | +59.5% | -10.3% | +69.8% | +64.6% |
| 1Y | +77.9% | -14.4% | +92.3% | +86.3% |
| 3Y | +253.6% | -28.3% | +281.9% | +291.0% |
| 5Y | +615.5% | +1.7% | +613.8% | +533.1% |
| 10Y | +897.1% | -49.2% | +946.3% | +1,058.7% |
| All | +2,174.7% | +23.9% | +2,150.8% | +1,541.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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