+2,197.4%
TRGP vs URA
-58.2%
+2,255.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.1% |
| 7D | +2.4% | +2.9% | -0.5% | +0.9% |
| 30D | +0.8% | -10.8% | +11.6% | +5.5% |
| 3M | +10.4% | -25.5% | +35.9% | +23.5% |
| 6M | +16.3% | -41.2% | +57.5% | +41.6% |
| YTD | +61.1% | -21.3% | +82.4% | +63.7% |
| 1Y | +71.6% | -25.7% | +97.3% | +77.8% |
| 3Y | +267.5% | +43.1% | +224.4% | +141.5% |
| 5Y | +488.1% | +35.6% | +452.6% | +276.2% |
| 10Y | +803.8% | +281.3% | +522.5% | +190.5% |
| All | +2,197.4% | -58.2% | +2,255.6% | +1,324.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling