+848.9%
TRGP vs PFGC
+287.3%
+561.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.4% |
| 7D | -0.7% | -3.7% | +3.0% | +1.1% |
| 30D | +9.5% | -16.0% | +25.4% | +18.5% |
| 3M | +10.8% | -4.1% | +15.0% | +12.2% |
| 6M | +25.3% | +8.7% | +16.6% | +18.3% |
| YTD | +60.3% | +6.4% | +53.9% | +51.3% |
| 1Y | +84.6% | -8.4% | +92.9% | +87.0% |
| 3Y | +264.4% | +61.8% | +202.6% | +173.7% |
| 5Y | +636.6% | +108.7% | +527.9% | +356.6% |
| 10Y | +848.9% | +298.1% | +550.8% | +345.8% |
| All | +848.9% | +287.3% | +561.6% | +345.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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