+625.1%
TRGP vs UUUU
+88.5%
+536.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.3% | +6.5% | +0.9% |
| 7D | -0.6% | -5.0% | +4.5% | 0.0% |
| 30D | +10.0% | -7.8% | +17.7% | +10.7% |
| 3M | +7.6% | -0.4% | +8.0% | +6.5% |
| 6M | +26.8% | -32.9% | +59.7% | +30.5% |
| YTD | +60.6% | -6.3% | +66.8% | +53.8% |
| 1Y | +82.5% | +7.9% | +74.6% | +64.3% |
| 3Y | +265.0% | +85.2% | +179.8% | +171.8% |
| All | +625.1% | +88.5% | +536.5% | +402.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling