+638.2%
TRGP vs URA
+131.0%
+507.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.1% | -1.7% | +0.7% |
| 7D | -0.6% | +8.1% | -8.7% | -2.5% |
| 30D | +14.6% | +5.8% | +8.8% | +12.6% |
| 3M | +11.9% | +3.4% | +8.5% | +9.9% |
| 6M | +25.3% | -2.6% | +27.9% | +22.9% |
| YTD | +61.9% | +11.2% | +50.7% | +50.5% |
| 1Y | +87.3% | +19.8% | +67.4% | +65.2% |
| 3Y | +268.0% | +121.5% | +146.5% | +140.5% |
| 5Y | +638.2% | +134.5% | +503.8% | +354.3% |
| All | +638.2% | +131.0% | +507.2% | +354.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling