+84.6%
TRGP vs URA
+18.3%
+66.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.4% | -1.1% |
| 7D | -0.7% | +5.7% | -6.4% | -0.3% |
| 30D | +9.5% | +5.6% | +3.9% | +10.0% |
| 3M | +10.8% | +6.2% | +4.6% | +11.6% |
| 6M | +25.3% | -8.2% | +33.6% | +25.7% |
| YTD | +60.3% | +9.7% | +50.6% | +64.9% |
| 1Y | +84.6% | +17.0% | +67.6% | +99.6% |
| All | +84.6% | +18.3% | +66.2% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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