+104.3%
PBR vs TRGP
+262.4%
-158.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.1% |
| 7D | +4.2% | -0.6% | +4.8% | +4.5% |
| 30D | +22.7% | +10.0% | +12.8% | +17.6% |
| 3M | +21.5% | +7.6% | +13.9% | +17.6% |
| 6M | +24.0% | +26.8% | -2.8% | +11.9% |
| YTD | +88.2% | +60.6% | +27.7% | +54.0% |
| 1Y | +74.8% | +82.5% | -7.7% | +35.4% |
| All | +104.3% | +262.4% | -158.1% | -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