+26.8%
PL vs TRGP
+772.3%
-745.5%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -2.7% | +13.0% | +11.4% |
| 7D | -6.8% | -16.0% | +9.2% | -0.1% |
| 30D | -29.3% | -6.4% | -22.8% | -27.5% |
| 3M | -44.8% | -1.0% | -43.8% | -45.1% |
| 6M | -68.4% | +7.0% | -75.4% | -69.9% |
| YTD | -36.4% | +46.1% | -82.5% | -48.0% |
| 1Y | +0.7% | +58.7% | -58.0% | -21.1% |
| 3Y | +455.3% | +221.9% | +233.4% | +222.6% |
| 5Y | +22.7% | +419.9% | -397.2% | -38.8% |
| All | +26.8% | +772.3% | -745.5% | -36.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling