+2,174.7%
TRGP vs TMF
-56.3%
+2,231.0%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.5% | -1.1% |
| 7D | +0.8% | -1.4% | +2.2% | +0.6% |
| 30D | +11.5% | -2.8% | +14.3% | +11.1% |
| 3M | +9.0% | -10.9% | +19.9% | +7.3% |
| 6M | +20.5% | -21.3% | +41.8% | +16.7% |
| YTD | +59.5% | -15.9% | +75.4% | +56.2% |
| 1Y | +77.9% | -15.7% | +93.6% | +74.7% |
| 3Y | +253.6% | -43.4% | +296.9% | +233.2% |
| 5Y | +615.5% | -87.8% | +703.2% | +415.1% |
| 10Y | +897.1% | -86.7% | +983.8% | +709.0% |
| All | +2,174.7% | -56.3% | +2,231.0% | +2,636.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling