+957.3%
TT vs TRGP
+827.0%
+130.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.2% |
| 7D | +1.4% | -0.7% | +2.1% | +1.5% |
| 30D | -6.7% | +9.5% | -16.1% | -8.4% |
| 3M | -5.4% | +10.8% | -16.2% | -7.7% |
| 6M | +4.4% | +25.3% | -21.0% | -0.9% |
| YTD | +14.9% | +60.3% | -45.3% | +3.7% |
| 1Y | +9.3% | +84.6% | -75.3% | -4.5% |
| 3Y | +121.7% | +264.4% | -142.6% | +68.0% |
| 5Y | +148.2% | +636.6% | -488.4% | +62.2% |
| 10Y | +957.3% | +848.9% | +108.3% | +473.3% |
| All | +957.3% | +827.0% | +130.3% | +473.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling