+2,207.9%
TRGP vs WSM
+1,777.2%
+430.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | -0.6% | +2.6% | -3.2% | -1.5% |
| 30D | +14.6% | -9.5% | +24.1% | +18.4% |
| 3M | +11.9% | +12.9% | -0.9% | +6.3% |
| 6M | +25.3% | +23.0% | +2.2% | +14.2% |
| YTD | +61.9% | +28.9% | +32.9% | +44.2% |
| 1Y | +87.3% | +13.7% | +73.6% | +73.7% |
| 3Y | +268.0% | +232.6% | +35.4% | +104.4% |
| 5Y | +638.2% | +185.9% | +452.4% | +303.4% |
| 10Y | +821.9% | +998.6% | -176.7% | +131.7% |
| All | +2,207.9% | +1,777.2% | +430.7% | +363.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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