+361.6%
PSX vs TRGP
+822.5%
-460.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.4% | +0.6% |
| 7D | +7.8% | +12.4% | -4.6% | +2.4% |
| 30D | -10.9% | +2.6% | -13.5% | -12.0% |
| 3M | +14.5% | +11.9% | +2.6% | +8.7% |
| 6M | +56.1% | +13.9% | +42.2% | +46.7% |
| YTD | +109.6% | +64.2% | +45.4% | +67.7% |
| 1Y | +95.5% | +78.5% | +17.0% | +50.9% |
| 3Y | +156.2% | +272.9% | -116.7% | +42.0% |
| 5Y | +310.0% | +510.7% | -200.7% | +84.9% |
| All | +361.6% | +822.5% | -460.8% | +45.2% |
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