+64.8%
PR vs TRGP
+772.2%
-707.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.4% | -4.5% | -4.4% |
| 7D | -12.4% | -7.2% | -5.2% | -6.0% |
| 30D | -6.6% | -4.2% | -2.4% | -2.9% |
| 3M | +7.5% | +7.0% | +0.5% | -0.3% |
| 6M | +10.8% | +11.2% | -0.5% | -1.6% |
| YTD | +57.0% | +51.1% | +5.9% | +2.7% |
| 1Y | +67.9% | +62.0% | +5.9% | +2.4% |
| 3Y | +87.6% | +248.2% | -160.6% | -48.0% |
| 5Y | +220.4% | +432.4% | -212.0% | -38.1% |
| 10Y | +64.8% | +739.5% | -674.7% | -75.9% |
| All | +64.8% | +772.2% | -707.4% | -75.9% |
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 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