+850.1%
TRGP vs WCN
+235.9%
+614.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | +0.1% | -3.1% | +3.2% | +2.0% |
| 30D | +8.0% | -3.4% | +11.4% | +10.3% |
| 3M | +8.3% | +3.0% | +5.3% | +5.9% |
| 6M | +23.9% | -3.8% | +27.7% | +25.8% |
| YTD | +59.6% | -8.3% | +68.0% | +66.3% |
| 1Y | +79.4% | -9.7% | +89.2% | +88.0% |
| 3Y | +269.4% | +17.2% | +252.3% | +218.4% |
| 5Y | +641.6% | +25.3% | +616.4% | +500.5% |
| All | +850.1% | +235.9% | +614.3% | +439.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling