+7.7%
V vs TRGP
+80.7%
-73.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -1.0% |
| 7D | -1.7% | +0.8% | -2.5% | -1.7% |
| 30D | +2.0% | +11.5% | -9.5% | +2.4% |
| 3M | +17.4% | +9.0% | +8.4% | +17.7% |
| 6M | +17.5% | +20.5% | -3.0% | +17.8% |
| YTD | +7.6% | +59.5% | -51.9% | +8.2% |
| 1Y | +7.7% | +77.9% | -70.2% | +7.2% |
| All | +7.7% | +80.7% | -73.0% | +7.2% |
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 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