+488.1%
TRGP vs WWD
+191.3%
+296.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.4% | +3.4% |
| 7D | +2.4% | +3.7% | -1.4% | +1.4% |
| 30D | +0.8% | +1.8% | -1.0% | +0.2% |
| 3M | +10.4% | -5.0% | +15.3% | +11.5% |
| 6M | +16.3% | -8.4% | +24.6% | +17.2% |
| YTD | +61.1% | +12.3% | +48.8% | +47.8% |
| 1Y | +71.6% | +26.2% | +45.4% | +49.3% |
| 3Y | +267.5% | +154.6% | +112.9% | +131.4% |
| 5Y | +488.1% | +195.3% | +292.9% | +229.7% |
| All | +488.1% | +191.3% | +296.8% | +229.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling