+154.4%
TRV vs TRGP
+632.3%
-477.9%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | -1.5% | -0.6% | -0.9% | -1.4% |
| 30D | -1.8% | +10.0% | -11.8% | -3.6% |
| 3M | +21.6% | +7.6% | +14.0% | +19.6% |
| 6M | +22.5% | +26.8% | -4.3% | +16.4% |
| YTD | +28.1% | +60.6% | -32.4% | +15.9% |
| 1Y | +37.0% | +82.5% | -45.4% | +20.4% |
| 3Y | +141.9% | +265.0% | -123.1% | +78.8% |
| All | +154.4% | +632.3% | -477.9% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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