+2,174.7%
TRGP vs PFG
+552.6%
+1,622.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.4% | -0.1% |
| 7D | +0.8% | +5.5% | -4.8% | -3.4% |
| 30D | +11.5% | +2.4% | +9.1% | +9.3% |
| 3M | +9.0% | +13.6% | -4.6% | -1.5% |
| 6M | +20.5% | +27.9% | -7.4% | -0.6% |
| YTD | +59.5% | +35.6% | +24.0% | +25.3% |
| 1Y | +77.9% | +48.5% | +29.4% | +30.2% |
| 3Y | +253.6% | +66.9% | +186.7% | +132.8% |
| 5Y | +615.5% | +111.0% | +504.5% | +281.4% |
| 10Y | +897.1% | +244.5% | +652.6% | +296.7% |
| All | +2,174.7% | +552.6% | +1,622.1% | +551.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 all: compounded portfolio wealth divided by compounded PFG 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…
all analysis · Full analysis span regression · 6 months rolling