+272.9%
TRGP vs TMF
-32.2%
+305.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.2% |
| 7D | +12.4% | -9.3% | +21.6% | +11.6% |
| 30D | +2.6% | +1.9% | +0.7% | +2.8% |
| 3M | +11.9% | -11.2% | +23.1% | +11.1% |
| 6M | +13.9% | -17.7% | +31.6% | +12.8% |
| YTD | +64.2% | -24.5% | +88.6% | +62.1% |
| 1Y | +78.5% | -29.4% | +107.9% | +75.9% |
| 3Y | +272.9% | -33.4% | +306.3% | +277.0% |
| All | +272.9% | -32.2% | +305.2% | +277.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling