+376.3%
PSX vs TRGP
+868.8%
-492.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +1.5% | -0.6% | +2.1% | +1.7% |
| 30D | +15.8% | +10.0% | +5.9% | +10.9% |
| 3M | +43.0% | +7.6% | +35.4% | +38.0% |
| 6M | +61.1% | +26.8% | +34.3% | +44.7% |
| YTD | +104.5% | +60.6% | +44.0% | +65.6% |
| 1Y | +102.5% | +82.5% | +20.1% | +54.5% |
| 3Y | +133.5% | +265.0% | -131.5% | +30.9% |
| 5Y | +367.0% | +645.9% | -278.9% | +95.8% |
| All | +376.3% | +868.8% | -492.4% | +48.2% |
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