+87.3%
TRGP vs TMF
-21.2%
+108.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.4% |
| 7D | -0.6% | +1.0% | -1.6% | -0.3% |
| 30D | +14.6% | -1.8% | +16.4% | +14.0% |
| 3M | +11.9% | -8.2% | +20.2% | +9.9% |
| 6M | +25.3% | -19.5% | +44.8% | +20.3% |
| YTD | +61.9% | -16.0% | +77.8% | +57.2% |
| 1Y | +87.3% | -22.5% | +109.8% | +78.2% |
| All | +87.3% | -21.2% | +108.4% | +78.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling