+99.6%
PSX vs TRGP
+80.7%
+18.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.7% |
| 7D | +4.5% | +0.8% | +3.8% | +4.2% |
| 30D | +26.6% | +11.5% | +15.1% | +19.9% |
| 3M | +39.3% | +9.0% | +30.3% | +33.1% |
| 6M | +56.8% | +20.5% | +36.3% | +42.8% |
| YTD | +101.8% | +59.5% | +42.3% | +64.5% |
| 1Y | +99.6% | +77.9% | +21.7% | +56.7% |
| All | +99.6% | +80.7% | +18.9% | +56.7% |
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