+63.7%
TRGP vs PLTD
-78.1%
+141.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.7% | +8.4% | +6.5% |
| 7D | +2.4% | -1.6% | +3.9% | +2.4% |
| 30D | +0.8% | +18.5% | -17.6% | +2.1% |
| 3M | +10.4% | -2.4% | +12.8% | +10.4% |
| 6M | +16.3% | -34.6% | +50.8% | +13.6% |
| YTD | +61.1% | -21.4% | +82.6% | +62.5% |
| 1Y | +71.6% | -16.8% | +88.4% | +75.1% |
| All | +63.7% | -78.1% | +141.8% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 3y: compounded portfolio wealth divided by compounded PLTD 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…
3y analysis · Full analysis span regression · 6 months rolling