+270.9%
TRGP vs XME
+132.9%
+138.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | -0.7% | -0.2% | -0.5% | -0.7% |
| 30D | +9.5% | +1.4% | +8.1% | +8.8% |
| 3M | +10.8% | +2.7% | +8.1% | +9.5% |
| 6M | +25.3% | +6.5% | +18.8% | +21.0% |
| YTD | +60.3% | +15.2% | +45.1% | +48.2% |
| 1Y | +84.6% | +43.5% | +41.0% | +51.6% |
| All | +270.9% | +132.9% | +138.0% | +124.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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