+42.1%
U vs TRGP
+76.5%
-34.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.3% | +4.9% | +5.4% |
| 7D | +2.6% | +12.4% | -9.8% | +8.6% |
| 30D | +27.6% | +2.6% | +24.9% | +30.6% |
| 3M | +15.3% | +11.9% | +3.5% | +23.0% |
| 6M | +96.4% | +13.9% | +82.5% | +112.1% |
| YTD | +19.6% | +64.2% | -44.6% | +58.5% |
| 1Y | +42.1% | +78.5% | -36.4% | +93.5% |
| All | +42.1% | +76.5% | -34.4% | +93.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling