+2,185.1%
TRGP vs TRI
+295.3%
+1,889.8%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.1% |
| 7D | -0.7% | -8.4% | +7.7% | +3.0% |
| 30D | +9.5% | -6.5% | +15.9% | +12.0% |
| 3M | +10.8% | +18.6% | -7.8% | -1.7% |
| 6M | +25.3% | -10.4% | +35.8% | +26.4% |
| YTD | +60.3% | -23.7% | +84.0% | +73.8% |
| 1Y | +84.6% | -42.5% | +127.0% | +137.9% |
| 3Y | +264.4% | -19.3% | +283.6% | +254.7% |
| 5Y | +636.6% | -9.7% | +646.2% | +543.2% |
| 10Y | +848.9% | +194.4% | +654.5% | +249.2% |
| All | +2,185.1% | +295.3% | +1,889.8% | +600.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling