+23.1%
PH vs TRGP
+84.8%
-61.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.6% |
| 7D | -3.1% | -0.6% | -2.6% | -3.1% |
| 30D | -11.8% | +10.0% | -21.8% | -11.8% |
| 3M | +6.9% | +7.6% | -0.7% | +6.9% |
| 6M | -1.3% | +26.8% | -28.1% | -2.8% |
| YTD | +7.0% | +60.6% | -53.6% | +0.1% |
| 1Y | +23.1% | +82.5% | -59.4% | +11.0% |
| All | +23.1% | +84.8% | -61.7% | +11.0% |
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