+43.4%
XLK vs TRGP
+80.7%
-37.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.6% |
| 7D | +0.9% | +0.8% | +0.1% | +0.9% |
| 30D | +0.7% | +11.5% | -10.8% | +1.8% |
| 3M | -2.9% | +9.0% | -11.9% | -2.0% |
| 6M | +34.3% | +20.5% | +13.8% | +35.7% |
| YTD | +30.4% | +59.5% | -29.1% | +31.0% |
| 1Y | +43.4% | +77.9% | -34.5% | +43.5% |
| All | +43.4% | +80.7% | -37.3% | +43.5% |
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