+270.9%
TRGP vs TD
+123.9%
+147.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.2% | -0.6% |
| 7D | -0.7% | -1.9% | +1.2% | -0.1% |
| 30D | +9.5% | -1.6% | +11.1% | +9.9% |
| 3M | +10.8% | +4.6% | +6.2% | +8.6% |
| 6M | +25.3% | +26.8% | -1.5% | +13.6% |
| YTD | +60.3% | +28.3% | +31.9% | +44.3% |
| 1Y | +84.6% | +60.4% | +24.1% | +50.2% |
| All | +270.9% | +123.9% | +147.0% | +150.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 3y: compounded portfolio wealth divided by compounded TD 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…
3y analysis · Full analysis span regression · 6 months rolling