+810.9%
TRGP vs TECH
+187.6%
+623.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.4% |
| 7D | +12.4% | 0.0% | +12.3% | +12.4% |
| 30D | +2.6% | +0.4% | +2.2% | +2.5% |
| 3M | +11.9% | +1.0% | +10.9% | +11.6% |
| 6M | +13.9% | +62.7% | -48.7% | -1.1% |
| YTD | +64.2% | +24.3% | +39.9% | +50.7% |
| 1Y | +78.5% | +20.5% | +58.0% | +65.1% |
| 3Y | +272.9% | +29.3% | +243.6% | +213.0% |
| 5Y | +510.7% | -41.0% | +551.7% | +575.8% |
| All | +810.9% | +187.6% | +623.3% | +447.5% |
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