+268.0%
TRGP vs WWD
+164.2%
+103.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +1.8% |
| 7D | -0.6% | +0.8% | -1.4% | -0.8% |
| 30D | +14.6% | -6.4% | +21.0% | +15.8% |
| 3M | +11.9% | -5.6% | +17.6% | +11.9% |
| 6M | +25.3% | -9.1% | +34.4% | +25.2% |
| YTD | +61.9% | +12.5% | +49.3% | +50.3% |
| 1Y | +87.3% | +41.3% | +45.9% | +58.7% |
| 3Y | +268.0% | +170.2% | +97.8% | +141.7% |
| All | +268.0% | +164.2% | +103.8% | +141.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling