+2,174.7%
TRGP vs TD
+525.1%
+1,649.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | +0.2% |
| 7D | +0.8% | +0.3% | +0.5% | +0.4% |
| 30D | +11.5% | +0.4% | +11.1% | +10.5% |
| 3M | +9.0% | +7.6% | +1.4% | -0.2% |
| 6M | +20.5% | +25.0% | -4.5% | -6.6% |
| YTD | +59.5% | +31.0% | +28.5% | +17.2% |
| 1Y | +77.9% | +65.2% | +12.7% | +1.9% |
| 3Y | +253.6% | +122.5% | +131.1% | +40.5% |
| 5Y | +615.5% | +124.8% | +490.7% | +173.6% |
| 10Y | +897.1% | +298.2% | +598.9% | +141.9% |
| All | +2,174.7% | +525.1% | +1,649.6% | +339.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling