+62.6%
XYZ vs TRGP
+274.3%
-211.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.5% | +2.7% |
| 7D | -1.1% | +12.4% | -13.4% | -3.7% |
| 30D | +11.5% | +2.6% | +8.9% | +10.2% |
| 3M | +1.8% | +11.9% | -10.1% | -2.4% |
| 6M | +21.2% | +13.9% | +7.3% | +14.0% |
| YTD | +29.9% | +64.2% | -34.2% | +2.3% |
| 1Y | +35.8% | +78.5% | -42.7% | +2.2% |
| 3Y | +62.6% | +272.9% | -210.3% | +1.3% |
| All | +62.6% | +274.3% | -211.7% | +1.3% |
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 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