+2,241.1%
TRGP vs PFG
+535.1%
+1,706.0%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | 0.0% |
| 7D | +12.4% | +2.4% | +10.0% | +10.5% |
| 30D | +2.6% | +5.9% | -3.2% | -1.9% |
| 3M | +11.9% | -0.4% | +12.3% | +11.1% |
| 6M | +13.9% | +14.8% | -0.9% | +1.4% |
| YTD | +64.2% | +31.9% | +32.3% | +30.7% |
| 1Y | +78.5% | +38.8% | +39.7% | +36.7% |
| 3Y | +272.9% | +82.4% | +190.5% | +128.9% |
| 5Y | +510.7% | +94.7% | +416.0% | +243.9% |
| 10Y | +821.0% | +187.0% | +634.0% | +305.5% |
| All | +2,241.1% | +535.1% | +1,706.0% | +579.8% |
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