+43.4%
XRT vs TRGP
+265.9%
-222.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.5% | -3.6% | -2.4% |
| 7D | -0.3% | -0.6% | +0.3% | -0.2% |
| 30D | -5.6% | +14.6% | -20.2% | -8.0% |
| 3M | +2.5% | +11.9% | -9.4% | 0.0% |
| 6M | +3.7% | +25.3% | -21.6% | -1.9% |
| YTD | +1.0% | +61.9% | -60.9% | -10.5% |
| 1Y | -1.2% | +87.3% | -88.5% | -16.0% |
| 3Y | +43.4% | +268.0% | -224.6% | -1.7% |
| All | +43.4% | +265.9% | -222.5% | -1.7% |
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 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