+36.5%
USB vs TRGP
+89.5%
-53.0%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.5% | +6.4% | +1.8% |
| 7D | +2.4% | -6.5% | +8.9% | +2.2% |
| 30D | +6.6% | -0.4% | +7.0% | +6.3% |
| 3M | -4.1% | +8.8% | -12.9% | -4.3% |
| 6M | +12.5% | +11.0% | +1.5% | +12.2% |
| YTD | +17.6% | +57.4% | -39.7% | +12.5% |
| 1Y | +36.5% | +87.9% | -51.4% | +25.9% |
| All | +36.5% | +89.5% | -53.0% | +25.9% |
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