+87.9%
TRGP vs WTW
+8.6%
+79.3%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.0% | -7.5% | -4.2% |
| 7D | -6.5% | +4.9% | -11.4% | -6.0% |
| 30D | -0.4% | +17.1% | -17.5% | +0.9% |
| 3M | +8.8% | -0.3% | +9.1% | +8.9% |
| 6M | +11.0% | +30.7% | -19.6% | +13.6% |
| YTD | +57.4% | +3.7% | +53.7% | +59.0% |
| 1Y | +87.9% | +5.9% | +82.0% | +88.5% |
| All | +87.9% | +8.6% | +79.3% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling