+140.8%
PH vs TRGP
+265.9%
-125.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -1.2% |
| 7D | +0.4% | -0.6% | +1.0% | +0.6% |
| 30D | -10.8% | +14.6% | -25.4% | -15.5% |
| 3M | +8.5% | +11.9% | -3.5% | +3.1% |
| 6M | +3.9% | +25.3% | -21.4% | -6.8% |
| YTD | +9.4% | +61.9% | -52.4% | -13.6% |
| 1Y | +26.8% | +87.3% | -60.5% | -7.8% |
| 3Y | +140.8% | +268.0% | -127.2% | +23.2% |
| All | +140.8% | +265.9% | -125.0% | +23.2% |
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