+20.7%
XLK vs TRGP
+89.5%
-68.8%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | -0.5% |
| 7D | -7.6% | -6.5% | -1.1% | -8.2% |
| 30D | -12.2% | -0.4% | -11.7% | -11.8% |
| 3M | -5.5% | +8.8% | -14.3% | -3.8% |
| 6M | +9.2% | +11.0% | -1.8% | +11.5% |
| YTD | +23.0% | +57.4% | -34.3% | +27.6% |
| 1Y | +20.7% | +87.9% | -67.1% | +27.7% |
| All | +20.7% | +89.5% | -68.8% | +27.7% |
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