+0.7%
PL vs TRGP
+64.3%
-63.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -2.7% | +13.0% | +10.2% |
| 7D | -6.8% | -16.0% | +9.2% | -8.1% |
| 30D | -29.3% | -6.4% | -22.8% | -28.9% |
| 3M | -44.8% | -1.0% | -43.8% | -43.8% |
| 6M | -68.4% | +7.0% | -75.4% | -67.7% |
| YTD | -36.4% | +46.1% | -82.5% | -35.2% |
| 1Y | +0.7% | +58.7% | -58.0% | +1.9% |
| All | +0.7% | +64.3% | -63.6% | +1.9% |
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