+25.1%
XYZ vs TRGP
+75.3%
-50.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.5% | -5.6% | -3.5% |
| 7D | -2.1% | +9.0% | -11.1% | +1.1% |
| 30D | +7.0% | +1.5% | +5.5% | +8.0% |
| 3M | +5.1% | +10.7% | -5.6% | +9.3% |
| 6M | +14.1% | +17.1% | -3.1% | +19.8% |
| YTD | +26.4% | +63.6% | -37.2% | +33.8% |
| 1Y | +25.1% | +77.0% | -51.9% | +23.6% |
| All | +25.1% | +75.3% | -50.2% | +23.6% |
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