+78.3%
PR vs TRGP
+83.8%
-5.5%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.2% | +0.2% |
| 7D | -0.6% | -0.6% | 0.0% | -0.2% |
| 30D | +17.4% | +14.6% | +2.8% | +6.1% |
| 3M | +21.8% | +11.9% | +9.8% | +11.9% |
| 6M | +27.6% | +25.3% | +2.3% | +8.3% |
| YTD | +71.4% | +61.9% | +9.6% | +20.4% |
| 1Y | +78.3% | +87.3% | -9.0% | +13.8% |
| All | +78.3% | +83.8% | -5.5% | +13.8% |
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 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