+13.9%
TRGP vs PFGC
+17.7%
-3.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.6% |
| 7D | +12.4% | +3.4% | +9.0% | +13.2% |
| 30D | +2.6% | +16.9% | -14.3% | +7.2% |
| 3M | +11.9% | +6.4% | +5.5% | +14.2% |
| 6M | +13.9% | +16.0% | -2.1% | +24.4% |
| All | +13.9% | +17.7% | -3.8% | +24.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling