+84.9%
PR vs TRGP
+252.5%
-167.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | -1.3% |
| 7D | -9.5% | -5.8% | -3.7% | -5.1% |
| 30D | -5.7% | -1.5% | -4.2% | -4.6% |
| 3M | +3.0% | +6.1% | -3.1% | -2.5% |
| 6M | +11.8% | +14.4% | -2.6% | -0.6% |
| YTD | +58.5% | +55.3% | +3.1% | +8.6% |
| 1Y | +69.9% | +69.1% | +0.8% | +8.3% |
| 3Y | +84.9% | +254.3% | -169.4% | -37.3% |
| All | +84.9% | +252.5% | -167.6% | -37.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling