+68.3%
PR vs TRGP
+60.7%
+7.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.4% | -4.5% | -3.5% |
| 7D | -12.4% | -7.2% | -5.2% | -7.4% |
| 30D | -6.6% | -4.2% | -2.4% | -3.4% |
| 3M | +7.5% | +7.0% | +0.5% | +1.9% |
| 6M | +10.8% | +11.2% | -0.5% | +2.3% |
| YTD | +57.0% | +51.1% | +5.9% | +12.5% |
| All | +68.3% | +60.7% | +7.6% | +14.1% |
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