+858.4%
TRGP vs PTC
+206.2%
+652.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.5% | +7.0% | +3.8% |
| 7D | -0.6% | -12.8% | +12.2% | +5.3% |
| 30D | +14.6% | -9.8% | +24.4% | +19.1% |
| 3M | +11.9% | -2.1% | +14.0% | +10.6% |
| 6M | +25.3% | -18.1% | +43.4% | +33.6% |
| YTD | +61.9% | -23.5% | +85.4% | +77.2% |
| 1Y | +87.3% | -37.4% | +124.6% | +124.5% |
| 3Y | +268.0% | -7.2% | +275.2% | +247.7% |
| 5Y | +638.2% | +2.7% | +635.5% | +536.9% |
| All | +858.4% | +206.2% | +652.2% | +405.5% |
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