-0.9%
PPL vs TRGP
+73.9%
-74.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.7% | -4.7% | -1.0% |
| 7D | -1.0% | +2.4% | -3.3% | -0.9% |
| 30D | +3.0% | +0.8% | +2.2% | +2.9% |
| 3M | +1.1% | +10.4% | -9.2% | +0.8% |
| 6M | -0.8% | +16.3% | -17.0% | -1.4% |
| YTD | +3.5% | +61.1% | -57.7% | -0.9% |
| 1Y | -0.9% | +71.6% | -72.5% | -5.2% |
| All | -0.9% | +73.9% | -74.8% | -5.2% |
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