+98.3%
USB vs TRGP
+252.7%
-154.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.1% |
| 7D | +1.4% | +0.8% | +0.7% | +1.2% |
| 30D | -1.3% | +11.5% | -12.8% | -4.6% |
| 3M | +15.2% | +9.0% | +6.3% | +11.8% |
| 6M | +18.8% | +20.5% | -1.7% | +11.1% |
| YTD | +21.0% | +59.5% | -38.5% | +2.3% |
| 1Y | +34.0% | +77.9% | -43.9% | +8.3% |
| All | +98.3% | +252.7% | -154.4% | +12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling