+2,207.9%
TRGP vs WY
+119.5%
+2,088.4%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +2.3% |
| 7D | -0.6% | -2.1% | +1.5% | +0.6% |
| 30D | +14.6% | -10.5% | +25.0% | +21.6% |
| 3M | +11.9% | -4.9% | +16.8% | +13.8% |
| 6M | +25.3% | -4.9% | +30.2% | +26.1% |
| YTD | +61.9% | -1.7% | +63.5% | +58.9% |
| 1Y | +87.3% | -9.4% | +96.7% | +92.0% |
| 3Y | +268.0% | -22.3% | +290.3% | +299.9% |
| 5Y | +638.2% | -20.5% | +658.8% | +675.3% |
| 10Y | +821.9% | +4.9% | +817.0% | +717.2% |
| All | +2,207.9% | +119.5% | +2,088.4% | +1,427.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling