+848.9%
TRGP vs PTC
+196.2%
+652.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.3% | +2.3% | +0.4% |
| 7D | -0.7% | -13.6% | +12.9% | +5.5% |
| 30D | +9.5% | -14.7% | +24.1% | +16.6% |
| 3M | +10.8% | -5.9% | +16.7% | +11.4% |
| 6M | +25.3% | -21.1% | +46.5% | +35.9% |
| YTD | +60.3% | -26.0% | +86.3% | +78.0% |
| 1Y | +84.6% | -36.8% | +121.4% | +120.1% |
| 3Y | +264.4% | -10.3% | +274.6% | +249.2% |
| 5Y | +636.6% | +1.2% | +635.4% | +537.8% |
| 10Y | +848.9% | +198.3% | +650.6% | +407.7% |
| All | +848.9% | +196.2% | +652.8% | +407.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded PTC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling