+135.7%
TT vs TRGP
+426.9%
-291.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.4% | +1.3% | +3.9% |
| 7D | +1.7% | -7.2% | +8.9% | +3.5% |
| 30D | -11.8% | -4.2% | -7.7% | -11.2% |
| 3M | -12.6% | +7.0% | -19.5% | -14.4% |
| 6M | -9.4% | +11.2% | -20.6% | -12.6% |
| YTD | +8.8% | +51.1% | -42.3% | -3.7% |
| 1Y | -2.5% | +62.0% | -64.6% | -15.5% |
| 3Y | +95.7% | +248.2% | -152.5% | +37.6% |
| 5Y | +135.7% | +432.4% | -296.6% | +49.7% |
| All | +135.7% | +426.9% | -291.1% | +49.7% |
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