+736.3%
TT vs TRGP
+822.5%
-86.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.8% | -1.5% |
| 7D | +4.0% | +12.4% | -8.3% | +1.7% |
| 30D | -11.3% | +2.6% | -13.9% | -11.9% |
| 3M | -12.3% | +11.9% | -24.1% | -14.5% |
| 6M | -10.8% | +13.9% | -24.8% | -13.7% |
| YTD | +8.2% | +64.2% | -56.0% | -3.0% |
| 1Y | +1.5% | +78.5% | -77.0% | -10.6% |
| 3Y | +91.5% | +272.9% | -181.4% | +44.5% |
| 5Y | +130.2% | +510.7% | -380.5% | +55.9% |
| All | +736.3% | +822.5% | -86.2% | +367.3% |
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