+2,189.3%
TRGP vs WTW
+385.1%
+1,804.2%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.4% | -0.1% |
| 7D | -0.6% | -7.8% | +7.2% | +3.9% |
| 30D | +10.0% | -7.9% | +17.8% | +14.8% |
| 3M | +7.6% | +19.9% | -12.3% | -4.2% |
| 6M | +26.8% | +9.8% | +17.0% | +17.1% |
| YTD | +60.6% | -3.3% | +63.9% | +57.6% |
| 1Y | +82.5% | -3.3% | +85.8% | +78.6% |
| 3Y | +265.0% | +61.5% | +203.5% | +149.4% |
| 5Y | +645.9% | +42.6% | +603.3% | +441.2% |
| 10Y | +850.6% | +197.1% | +653.6% | +354.2% |
| All | +2,189.3% | +385.1% | +1,804.2% | +748.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling