+2,207.9%
TRGP vs WU
-20.3%
+2,228.3%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.5% | +4.0% | +2.5% |
| 7D | -0.6% | -0.8% | +0.3% | -0.3% |
| 30D | +14.6% | -1.1% | +15.7% | +14.8% |
| 3M | +11.9% | -1.8% | +13.8% | +10.1% |
| 6M | +25.3% | -23.9% | +49.2% | +36.6% |
| YTD | +61.9% | -20.4% | +82.3% | +71.8% |
| 1Y | +87.3% | -10.6% | +97.9% | +86.4% |
| 3Y | +268.0% | -27.7% | +295.7% | +289.8% |
| 5Y | +638.2% | -51.1% | +689.3% | +826.1% |
| 10Y | +821.9% | -40.7% | +862.7% | +978.6% |
| All | +2,207.9% | -20.3% | +2,228.3% | +2,182.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded WU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling