+2,197.4%
TRGP vs TECH
+443.8%
+1,753.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | +0.8% | +0.3% | +0.5% | +0.7% |
| 3M | +10.4% | +1.0% | +9.3% | +10.0% |
| 6M | +16.3% | +54.0% | -37.7% | +0.6% |
| YTD | +61.1% | +24.3% | +36.8% | +46.0% |
| 1Y | +71.6% | +23.7% | +47.9% | +55.3% |
| 3Y | +267.5% | +28.5% | +239.0% | +204.0% |
| 5Y | +488.1% | -41.2% | +529.4% | +547.3% |
| 10Y | +803.8% | +189.2% | +614.6% | +358.9% |
| All | +2,197.4% | +443.8% | +1,753.7% | +807.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling