+850.1%
TRGP vs TECH
+189.9%
+660.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.6% | -0.6% |
| 7D | +0.1% | -0.4% | +0.5% | +0.2% |
| 30D | +8.0% | 0.0% | +8.1% | +8.0% |
| 3M | +8.3% | +33.7% | -25.4% | -0.4% |
| 6M | +23.9% | +34.9% | -11.0% | +12.0% |
| YTD | +59.6% | +23.2% | +36.5% | +47.0% |
| 1Y | +79.4% | +36.3% | +43.1% | +58.6% |
| 3Y | +269.4% | +2.3% | +267.2% | +238.5% |
| 5Y | +641.6% | -42.9% | +684.5% | +726.6% |
| All | +850.1% | +189.9% | +660.2% | +477.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling