+850.1%
TRGP vs WPM
+558.4%
+291.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.6% | -0.8% |
| 7D | +0.1% | -0.6% | +0.6% | +0.1% |
| 30D | +8.0% | +14.4% | -6.4% | +6.1% |
| 3M | +8.3% | +37.0% | -28.7% | +3.6% |
| 6M | +23.9% | +4.1% | +19.8% | +22.3% |
| YTD | +59.6% | +31.7% | +27.9% | +51.4% |
| 1Y | +79.4% | +44.2% | +35.3% | +67.2% |
| 3Y | +269.4% | +265.5% | +3.9% | +193.2% |
| 5Y | +641.6% | +262.5% | +379.2% | +480.4% |
| All | +850.1% | +558.4% | +291.7% | +668.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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