+855.6%
TRGP vs WWD
+490.2%
+365.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.6% | +1.0% |
| 7D | -0.6% | -2.9% | +2.3% | +1.0% |
| 30D | +10.0% | -6.6% | +16.6% | +13.8% |
| 3M | +7.6% | -9.3% | +16.9% | +11.3% |
| 6M | +26.8% | -13.6% | +40.4% | +31.4% |
| YTD | +60.6% | +10.4% | +50.2% | +41.4% |
| 1Y | +82.5% | +39.9% | +42.6% | +36.1% |
| 3Y | +265.0% | +165.0% | +100.0% | +70.1% |
| 5Y | +645.9% | +183.8% | +462.1% | +214.7% |
| All | +855.6% | +490.2% | +365.3% | +197.0% |
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