+438.6%
PWR vs TRGP
+627.0%
-188.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | -0.2% | -0.6% | +0.3% | 0.0% |
| 30D | -7.7% | +10.0% | -17.7% | -11.6% |
| 3M | -4.9% | +7.6% | -12.5% | -8.5% |
| 6M | +9.7% | +26.8% | -17.1% | -2.3% |
| YTD | +46.7% | +60.6% | -13.9% | +17.2% |
| 1Y | +58.7% | +82.5% | -23.8% | +18.6% |
| 3Y | +200.7% | +265.0% | -64.3% | +60.3% |
| 5Y | +438.6% | +645.9% | -207.3% | +109.9% |
| All | +438.6% | +627.0% | -188.4% | +109.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling