+2,185.1%
TRGP vs UUUU
-59.0%
+2,244.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | -0.7% | +1.8% | -2.5% | -1.0% |
| 30D | +9.5% | +1.8% | +7.6% | +8.7% |
| 3M | +10.8% | +1.3% | +9.6% | +9.2% |
| 6M | +25.3% | -26.8% | +52.1% | +27.7% |
| YTD | +60.3% | +0.1% | +60.2% | +52.3% |
| 1Y | +84.6% | +11.2% | +73.3% | +67.1% |
| 3Y | +264.4% | +97.7% | +166.7% | +180.0% |
| 5Y | +636.6% | +127.3% | +509.2% | +423.1% |
| 10Y | +848.9% | +532.6% | +316.3% | +394.6% |
| All | +2,185.1% | -59.0% | +2,244.1% | +1,252.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling