+1,842.6%
UMC vs TRGP
+863.3%
+979.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +2.9% | +2.4% |
| 7D | +9.0% | +0.1% | +8.9% | +9.0% |
| 30D | +17.2% | +8.0% | +9.2% | +15.6% |
| 3M | +11.4% | +8.3% | +3.1% | +9.7% |
| 6M | +137.5% | +23.9% | +113.6% | +128.1% |
| YTD | +193.1% | +59.6% | +133.5% | +169.6% |
| 1Y | +240.3% | +79.4% | +160.9% | +206.3% |
| 3Y | +262.2% | +269.4% | -7.2% | +187.0% |
| 5Y | +143.1% | +641.6% | -498.5% | +73.5% |
| All | +1,842.6% | +863.3% | +979.3% | +1,174.8% |
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 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