+739.5%
TRGP vs TMF
-83.0%
+822.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.1% | +3.4% | +3.4% |
| 7D | -7.2% | +0.6% | -7.8% | -7.1% |
| 30D | -4.2% | +16.3% | -20.5% | -2.6% |
| 3M | +7.0% | -2.7% | +9.6% | +6.9% |
| 6M | +11.2% | -13.2% | +24.4% | +10.1% |
| YTD | +51.1% | -16.7% | +67.8% | +49.2% |
| 1Y | +62.0% | -22.7% | +84.8% | +58.8% |
| 3Y | +248.2% | -26.1% | +274.3% | +245.7% |
| 5Y | +432.4% | -88.4% | +520.8% | +306.7% |
| 10Y | +739.5% | -81.8% | +821.4% | +606.4% |
| All | +739.5% | -83.0% | +822.5% | +606.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 10y: compounded portfolio wealth divided by compounded TMF 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…
10y analysis · Full analysis span regression · 6 months rolling