+807.8%
TRGP vs WWD
+442.7%
+365.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +2.6% |
| 7D | +9.0% | +8.2% | +0.8% | +4.3% |
| 30D | +1.5% | -0.2% | +1.7% | +1.0% |
| 3M | +10.7% | -8.4% | +19.1% | +14.9% |
| 6M | +17.1% | -9.5% | +26.6% | +19.5% |
| YTD | +63.6% | +10.1% | +53.6% | +43.1% |
| 1Y | +77.0% | +21.6% | +55.4% | +43.7% |
| 3Y | +273.2% | +149.6% | +123.6% | +79.5% |
| 5Y | +508.6% | +191.3% | +317.3% | +149.5% |
| All | +807.8% | +442.7% | +365.1% | +171.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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