+63.9%
TRGP vs PLTU
+142.1%
-78.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.7% | +6.1% | +1.6% |
| 7D | -0.6% | -11.6% | +11.0% | -0.2% |
| 30D | +14.6% | -4.6% | +19.2% | +14.6% |
| 3M | +11.9% | +33.7% | -21.8% | +9.7% |
| 6M | +25.3% | -9.4% | +34.7% | +24.6% |
| YTD | +61.9% | -34.7% | +96.6% | +63.3% |
| 1Y | +87.3% | -23.2% | +110.5% | +82.7% |
| All | +63.9% | +142.1% | -78.3% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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