+855.6%
TRGP vs WU
-39.5%
+895.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | -0.6% | -5.0% | +4.4% | +1.3% |
| 30D | +10.0% | -2.3% | +12.2% | +10.7% |
| 3M | +7.6% | -3.2% | +10.8% | +6.5% |
| 6M | +26.8% | -25.0% | +51.8% | +38.6% |
| YTD | +60.6% | -21.7% | +82.2% | +71.1% |
| 1Y | +82.5% | -9.0% | +91.4% | +79.6% |
| 3Y | +265.0% | -28.9% | +293.9% | +288.1% |
| 5Y | +645.9% | -51.0% | +696.9% | +849.6% |
| All | +855.6% | -39.5% | +895.0% | +1,097.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling