+516.5%
PL vs TRGP
+274.3%
+242.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -1.0% | -0.8% |
| 7D | +10.0% | +12.4% | -2.3% | +5.0% |
| 30D | -2.3% | +2.6% | -4.9% | -3.4% |
| 3M | -44.2% | +11.9% | -56.1% | -47.1% |
| 6M | -66.1% | +13.9% | -80.0% | -68.5% |
| YTD | -30.0% | +64.2% | -94.2% | -47.4% |
| 1Y | +21.0% | +78.5% | -57.5% | -13.6% |
| 3Y | +516.5% | +272.9% | +243.6% | +196.7% |
| All | +516.5% | +274.3% | +242.2% | +196.7% |
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