+2,174.7%
TRGP vs TECH
+441.0%
+1,733.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +11.5% | +0.7% | +10.8% | +11.3% |
| 3M | +9.0% | +36.3% | -27.4% | -1.7% |
| 6M | +20.5% | +25.6% | -5.1% | +9.7% |
| YTD | +59.5% | +23.7% | +35.8% | +44.8% |
| 1Y | +77.9% | +37.6% | +40.3% | +53.8% |
| 3Y | +253.6% | -6.6% | +260.2% | +231.9% |
| 5Y | +615.5% | -42.2% | +657.7% | +689.4% |
| 10Y | +897.1% | +187.6% | +709.5% | +406.4% |
| All | +2,174.7% | +441.0% | +1,733.7% | +800.0% |
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