+2,174.7%
TRGP vs WWD
+902.6%
+1,272.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.8% |
| 7D | +0.8% | +1.3% | -0.5% | +0.1% |
| 30D | +11.5% | -7.2% | +18.7% | +15.6% |
| 3M | +9.0% | -3.8% | +12.8% | +8.9% |
| 6M | +20.5% | -9.9% | +30.4% | +22.0% |
| YTD | +59.5% | +14.8% | +44.7% | +39.5% |
| 1Y | +77.9% | +42.1% | +35.8% | +35.6% |
| 3Y | +253.6% | +170.8% | +82.8% | +77.3% |
| 5Y | +615.5% | +197.5% | +418.0% | +225.1% |
| 10Y | +897.1% | +477.8% | +419.3% | +227.6% |
| All | +2,174.7% | +902.6% | +1,272.1% | +432.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling