+268.0%
TRGP vs TECH
-0.6%
+268.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.6% | +1.5% |
| 7D | -0.6% | +0.2% | -0.8% | -0.6% |
| 30D | +14.6% | +0.1% | +14.4% | +14.6% |
| 3M | +11.9% | +37.5% | -25.6% | +8.5% |
| 6M | +25.3% | +34.6% | -9.3% | +21.2% |
| YTD | +61.9% | +23.5% | +38.4% | +57.5% |
| 1Y | +87.3% | +34.4% | +52.9% | +79.2% |
| 3Y | +268.0% | +2.3% | +265.7% | +249.8% |
| All | +268.0% | -0.6% | +268.6% | +249.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling