+488.1%
TRGP vs TECH
-41.3%
+529.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +2.4% | +0.1% | +2.3% | +2.4% |
| 30D | +0.8% | +0.3% | +0.5% | +0.8% |
| 3M | +10.4% | +1.0% | +9.3% | +10.2% |
| 6M | +16.3% | +54.0% | -37.7% | +7.3% |
| YTD | +61.1% | +24.3% | +36.8% | +52.8% |
| 1Y | +71.6% | +23.7% | +47.9% | +62.7% |
| 3Y | +267.5% | +28.5% | +239.0% | +224.4% |
| 5Y | +488.1% | -41.2% | +529.4% | +501.8% |
| All | +488.1% | -41.3% | +529.5% | +501.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling