+2,174.7%
TRGP vs WST
+1,842.4%
+332.3%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.0% |
| 7D | +0.8% | +0.7% | 0.0% | +0.6% |
| 30D | +11.5% | -3.1% | +14.7% | +12.2% |
| 3M | +9.0% | +7.2% | +1.8% | +7.1% |
| 6M | +20.5% | +36.8% | -16.3% | +11.8% |
| YTD | +59.5% | +23.8% | +35.7% | +50.8% |
| 1Y | +77.9% | +37.8% | +40.1% | +63.5% |
| 3Y | +253.6% | -15.9% | +269.5% | +244.3% |
| 5Y | +615.5% | -25.8% | +641.3% | +601.2% |
| 10Y | +897.1% | +319.6% | +577.5% | +401.8% |
| All | +2,174.7% | +1,842.4% | +332.3% | +473.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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