+269.4%
TRGP vs UUUU
+74.5%
+194.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | -0.4% |
| 7D | +0.1% | -10.5% | +10.6% | +0.5% |
| 30D | +8.0% | -10.5% | +18.5% | +8.4% |
| 3M | +8.3% | -14.1% | +22.4% | +8.6% |
| 6M | +23.9% | -35.5% | +59.4% | +25.5% |
| YTD | +59.6% | -10.9% | +70.6% | +57.4% |
| 1Y | +79.4% | +3.4% | +76.1% | +71.1% |
| 3Y | +269.4% | +73.1% | +196.3% | +214.5% |
| All | +269.4% | +74.5% | +194.9% | +214.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 3y: compounded portfolio wealth divided by compounded UUUU 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…
3y analysis · Full analysis span regression · 6 months rolling