+2,174.7%
TRGP vs WPM
+347.1%
+1,827.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.0% |
| 7D | +0.8% | +1.1% | -0.3% | +0.5% |
| 30D | +11.5% | +26.4% | -14.8% | +7.0% |
| 3M | +9.0% | +20.8% | -11.8% | +4.8% |
| 6M | +20.5% | +1.1% | +19.4% | +18.6% |
| YTD | +59.5% | +32.5% | +27.1% | +48.8% |
| 1Y | +77.9% | +51.5% | +26.4% | +61.1% |
| 3Y | +253.6% | +267.0% | -13.4% | +167.6% |
| 5Y | +615.5% | +250.1% | +365.3% | +438.5% |
| 10Y | +897.1% | +540.4% | +356.7% | +549.5% |
| All | +2,174.7% | +347.1% | +1,827.6% | +1,296.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling