+272.9%
TRGP vs WCN
+52.1%
+220.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +12.4% | +2.6% | +9.8% | +11.7% |
| 30D | +2.6% | +23.9% | -21.3% | -3.8% |
| 3M | +11.9% | +17.4% | -5.6% | +6.8% |
| 6M | +13.9% | +28.0% | -14.1% | +5.4% |
| YTD | +64.2% | +11.6% | +52.6% | +59.1% |
| 1Y | +78.5% | +16.9% | +61.6% | +69.6% |
| 3Y | +272.9% | +51.6% | +221.3% | +249.9% |
| All | +272.9% | +52.1% | +220.8% | +249.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling