+54.0%
PPL vs TRGP
+843.4%
-789.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.5% | -0.3% |
| 7D | +1.8% | -0.6% | +2.4% | +1.9% |
| 30D | -1.1% | +14.6% | -15.6% | -3.0% |
| 3M | 0.0% | +11.9% | -11.9% | -1.8% |
| 6M | -7.6% | +25.3% | -32.9% | -10.8% |
| YTD | +1.7% | +61.9% | -60.1% | -5.5% |
| 1Y | +1.5% | +87.3% | -85.8% | -7.8% |
| 3Y | +55.3% | +268.0% | -212.7% | +26.2% |
| 5Y | +37.7% | +638.2% | -600.5% | +0.5% |
| 10Y | +54.0% | +821.9% | -768.0% | -1.8% |
| All | +54.0% | +843.4% | -789.4% | -1.8% |
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