+77.9%
TRGP vs TRI
-38.3%
+116.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.4% | +4.3% | -1.4% |
| 7D | +0.8% | -0.5% | +1.3% | +0.8% |
| 30D | +11.5% | +7.9% | +3.6% | +11.9% |
| 3M | +9.0% | +24.1% | -15.1% | +10.1% |
| 6M | +20.5% | +3.8% | +16.7% | +21.0% |
| YTD | +59.5% | -16.9% | +76.4% | +58.4% |
| 1Y | +77.9% | -38.4% | +116.3% | +71.2% |
| All | +77.9% | -38.3% | +116.2% | +71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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