+810.9%
TRGP vs PTC
+312.5%
+498.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.5% | +0.4% |
| 7D | +12.4% | +0.5% | +11.9% | +12.2% |
| 30D | +2.6% | +1.2% | +1.4% | +2.1% |
| 3M | +11.9% | +27.4% | -15.5% | -1.5% |
| 6M | +13.9% | +39.2% | -25.3% | -5.1% |
| YTD | +64.2% | +12.5% | +51.7% | +49.5% |
| 1Y | +78.5% | +12.3% | +66.2% | +62.6% |
| 3Y | +272.9% | +28.8% | +244.1% | +201.9% |
| 5Y | +510.7% | +60.9% | +449.8% | +322.9% |
| All | +810.9% | +312.5% | +498.5% | +305.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling