+1,079.1%
WAB vs TRGP
+2,231.3%
-1,152.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.1% |
| 7D | -3.2% | +0.8% | -4.0% | -3.5% |
| 30D | -4.4% | +11.5% | -16.0% | -7.6% |
| 3M | +7.9% | +9.0% | -1.1% | +4.6% |
| 6M | +8.7% | +20.5% | -11.8% | +2.0% |
| YTD | +33.0% | +59.5% | -26.6% | +14.8% |
| 1Y | +46.7% | +77.9% | -31.3% | +22.1% |
| 3Y | +153.0% | +253.6% | -100.6% | +70.8% |
| 5Y | +222.3% | +615.5% | -393.2% | +75.4% |
| 10Y | +291.0% | +897.1% | -606.1% | +61.8% |
| All | +1,079.1% | +2,231.3% | -1,152.2% | +185.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling