+135.3%
PSX vs TRGP
+261.7%
-126.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +1.1% |
| 7D | +1.8% | -0.7% | +2.5% | +2.2% |
| 30D | +21.6% | +9.5% | +12.2% | +15.8% |
| 3M | +46.5% | +10.8% | +35.6% | +38.1% |
| 6M | +62.0% | +25.3% | +36.7% | +43.1% |
| YTD | +106.3% | +60.3% | +46.1% | +60.2% |
| 1Y | +103.0% | +84.6% | +18.4% | +45.7% |
| All | +135.3% | +261.7% | -126.4% | +17.7% |
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 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