+1,983.3%
TRGP vs URA
-59.8%
+2,043.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.4% | -7.0% | -4.6% |
| 7D | -16.0% | -4.1% | -11.9% | -14.4% |
| 30D | -6.4% | -19.0% | +12.6% | +2.1% |
| 3M | -1.0% | -25.1% | +24.2% | +10.4% |
| 6M | +7.0% | -44.5% | +51.5% | +33.7% |
| YTD | +46.1% | -24.3% | +70.4% | +51.1% |
| 1Y | +58.7% | -28.1% | +86.8% | +66.7% |
| 3Y | +221.9% | +40.7% | +181.2% | +112.6% |
| 5Y | +419.9% | +35.5% | +384.4% | +230.5% |
| 10Y | +769.8% | +281.2% | +488.6% | +178.8% |
| All | +1,983.3% | -59.8% | +2,043.1% | +1,215.8% |
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