+64.5%
TRGP vs PLTD
-77.3%
+141.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.9% | +1.6% |
| 7D | -0.6% | +4.5% | -5.1% | -0.2% |
| 30D | +14.6% | -0.7% | +15.3% | +14.6% |
| 3M | +11.9% | -31.0% | +43.0% | +9.7% |
| 6M | +25.3% | -24.8% | +50.1% | +24.7% |
| YTD | +61.9% | -18.6% | +80.4% | +63.4% |
| 1Y | +87.3% | -31.8% | +119.1% | +83.5% |
| All | +64.5% | -77.3% | +141.8% | +36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling