+92.5%
USB vs TRGP
+227.6%
-135.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.6% | +2.5% | -1.0% |
| 7D | -1.5% | -12.6% | +11.2% | +1.5% |
| 30D | +4.3% | -4.5% | +8.8% | +5.0% |
| 3M | -6.1% | +4.9% | -11.0% | -8.0% |
| 6M | +9.4% | +5.6% | +3.8% | +6.4% |
| YTD | +15.2% | +50.1% | -34.9% | -0.7% |
| 1Y | +32.8% | +70.2% | -37.5% | +9.4% |
| All | +92.5% | +227.6% | -135.2% | +21.6% |
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