+87.9%
TRGP vs TRI
-22.4%
+110.3%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.4% | -10.9% | -4.1% |
| 7D | -6.5% | +1.0% | -7.4% | -6.3% |
| 30D | -0.4% | +20.8% | -21.2% | +0.7% |
| 3M | +8.8% | +8.1% | +0.7% | +9.6% |
| 6M | +11.0% | +24.2% | -13.2% | +12.9% |
| YTD | +57.4% | -7.8% | +65.2% | +54.0% |
| 1Y | +87.9% | -16.7% | +104.5% | +81.8% |
| All | +87.9% | -22.4% | +110.3% | +81.8% |
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