+636.6%
TRGP vs TECH
-42.1%
+678.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -0.7% | -0.1% | -0.6% | -0.7% |
| 30D | +9.5% | +0.3% | +9.2% | +9.4% |
| 3M | +10.8% | +32.9% | -22.1% | +5.2% |
| 6M | +25.3% | +32.1% | -6.7% | +18.2% |
| YTD | +60.3% | +23.4% | +36.9% | +52.3% |
| 1Y | +84.6% | +34.1% | +50.5% | +71.0% |
| 3Y | +264.4% | +2.2% | +262.2% | +244.9% |
| 5Y | +636.6% | -41.8% | +678.4% | +650.9% |
| All | +636.6% | -42.1% | +678.7% | +650.9% |
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