+645.9%
TRGP vs TRI
-11.1%
+657.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.3% |
| 7D | -0.6% | -14.4% | +13.8% | +1.4% |
| 30D | +10.0% | -8.1% | +18.1% | +11.0% |
| 3M | +7.6% | +17.5% | -9.9% | +3.8% |
| 6M | +26.8% | -5.0% | +31.7% | +26.9% |
| YTD | +60.6% | -24.7% | +85.3% | +71.3% |
| 1Y | +82.5% | -41.5% | +124.0% | +111.6% |
| 3Y | +265.0% | -20.3% | +285.4% | +258.2% |
| 5Y | +645.9% | -10.9% | +656.8% | +562.6% |
| All | +645.9% | -11.1% | +657.0% | +562.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling