+636.6%
TRGP vs WU
-51.4%
+688.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.8% |
| 7D | -0.7% | -4.9% | +4.2% | +0.1% |
| 30D | +9.5% | -1.3% | +10.7% | +9.6% |
| 3M | +10.8% | -3.6% | +14.4% | +10.4% |
| 6M | +25.3% | -24.3% | +49.7% | +31.2% |
| YTD | +60.3% | -21.1% | +81.3% | +65.5% |
| 1Y | +84.6% | -10.3% | +94.9% | +83.4% |
| 3Y | +264.4% | -28.4% | +292.7% | +277.2% |
| 5Y | +636.6% | -51.2% | +687.8% | +800.6% |
| All | +636.6% | -51.4% | +688.0% | +800.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling