+2,241.1%
TRGP vs TECH
+443.8%
+1,797.4%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.4% |
| 7D | +12.4% | 0.0% | +12.3% | +12.4% |
| 30D | +2.6% | +0.4% | +2.2% | +2.5% |
| 3M | +11.9% | +1.0% | +10.9% | +11.5% |
| 6M | +13.9% | +62.7% | -48.7% | -3.0% |
| YTD | +64.2% | +24.3% | +39.9% | +48.8% |
| 1Y | +78.5% | +20.5% | +58.0% | +63.1% |
| 3Y | +272.9% | +29.3% | +243.6% | +207.6% |
| 5Y | +510.7% | -41.0% | +551.7% | +570.9% |
| 10Y | +821.0% | +189.2% | +631.8% | +367.7% |
| All | +2,241.1% | +443.8% | +1,797.4% | +824.8% |
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 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