+2,241.1%
TRGP vs WU
-20.6%
+2,261.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.0% | -0.2% |
| 7D | +12.4% | -2.0% | +14.4% | +13.2% |
| 30D | +2.6% | +11.4% | -8.8% | -2.4% |
| 3M | +11.9% | -6.8% | +18.7% | +13.8% |
| 6M | +13.9% | -14.6% | +28.5% | +17.7% |
| YTD | +64.2% | -20.6% | +84.8% | +72.9% |
| 1Y | +78.5% | -15.4% | +93.9% | +82.0% |
| 3Y | +272.9% | -23.6% | +296.5% | +282.6% |
| 5Y | +510.7% | -43.4% | +554.1% | +602.8% |
| 10Y | +821.0% | -38.8% | +859.8% | +953.6% |
| All | +2,241.1% | -20.6% | +2,261.7% | +2,196.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling