+855.7%
TRV vs TRGP
+2,265.4%
-1,409.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -1.2% |
| 7D | +0.5% | -0.6% | +1.1% | +0.6% |
| 30D | -4.9% | +14.6% | -19.4% | -7.1% |
| 3M | +23.7% | +11.9% | +11.8% | +21.1% |
| 6M | +20.3% | +25.3% | -5.0% | +15.3% |
| YTD | +27.1% | +61.9% | -34.8% | +16.4% |
| 1Y | +35.3% | +87.3% | -51.9% | +20.7% |
| 3Y | +139.8% | +268.0% | -128.2% | +88.4% |
| 5Y | +153.9% | +638.2% | -484.4% | +75.0% |
| 10Y | +285.9% | +821.9% | -536.1% | +121.3% |
| All | +855.7% | +2,265.4% | -1,409.7% | +248.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling