+645.9%
TRGP vs WY
-22.3%
+668.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.8% | +1.2% |
| 7D | -0.6% | -3.7% | +3.1% | +0.9% |
| 30D | +10.0% | -11.3% | +21.3% | +15.0% |
| 3M | +7.6% | -8.1% | +15.8% | +10.4% |
| 6M | +26.8% | -7.4% | +34.2% | +28.7% |
| YTD | +60.6% | -4.7% | +65.3% | +60.1% |
| 1Y | +82.5% | -9.2% | +91.7% | +85.7% |
| 3Y | +265.0% | -24.7% | +289.7% | +296.3% |
| 5Y | +645.9% | -21.6% | +667.5% | +686.4% |
| All | +645.9% | -22.3% | +668.2% | +686.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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