+66.8%
PPL vs TRGP
+762.8%
-695.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.8% | -0.3% |
| 7D | 0.0% | -5.8% | +5.8% | +0.8% |
| 30D | +4.3% | -1.5% | +5.8% | +4.3% |
| 3M | +2.9% | +6.1% | -3.2% | +1.8% |
| 6M | +1.1% | +14.4% | -13.3% | -1.3% |
| YTD | +4.5% | +55.3% | -50.9% | -2.6% |
| 1Y | +0.1% | +69.1% | -69.0% | -7.9% |
| 3Y | +55.7% | +254.3% | -198.6% | +27.0% |
| 5Y | +47.6% | +471.4% | -423.8% | +11.4% |
| 10Y | +66.8% | +773.0% | -706.2% | +9.3% |
| All | +66.8% | +762.8% | -695.9% | +9.3% |
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