+76.1%
V vs TRGP
+252.5%
-176.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -0.1% |
| 7D | +0.6% | -5.8% | +6.4% | +1.2% |
| 30D | +9.7% | -1.5% | +11.2% | +9.6% |
| 3M | +17.3% | +6.1% | +11.2% | +15.8% |
| 6M | +33.2% | +14.4% | +18.8% | +29.6% |
| YTD | +21.3% | +55.3% | -34.0% | +11.5% |
| 1Y | +27.3% | +69.1% | -41.8% | +14.9% |
| 3Y | +76.1% | +254.3% | -178.2% | +46.2% |
| All | +76.1% | +252.5% | -176.4% | +46.2% |
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