+2,174.7%
TRGP vs URA
-42.7%
+2,217.4%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.5% |
| 7D | +0.8% | +1.1% | -0.3% | +0.2% |
| 30D | +11.5% | +7.4% | +4.1% | +7.1% |
| 3M | +9.0% | -8.4% | +17.4% | +10.6% |
| 6M | +20.5% | -12.7% | +33.2% | +21.9% |
| YTD | +59.5% | +7.8% | +51.7% | +42.6% |
| 1Y | +77.9% | +19.5% | +58.5% | +44.8% |
| 3Y | +253.6% | +116.4% | +137.2% | +91.9% |
| 5Y | +615.5% | +134.3% | +481.2% | +240.5% |
| 10Y | +897.1% | +359.3% | +537.9% | +201.2% |
| All | +2,174.7% | -42.7% | +2,217.4% | +1,141.4% |
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