+773.0%
TRGP vs PTC
+315.4%
+457.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.5% | +2.7% |
| 7D | -5.8% | +1.3% | -7.1% | -6.3% |
| 30D | -1.5% | +1.1% | -2.6% | -1.9% |
| 3M | +6.1% | +30.1% | -24.0% | -7.5% |
| 6M | +14.4% | +34.0% | -19.7% | -3.0% |
| YTD | +55.3% | +12.8% | +42.5% | +41.3% |
| 1Y | +69.1% | +10.7% | +58.4% | +55.1% |
| 3Y | +254.3% | +29.6% | +224.7% | +186.0% |
| 5Y | +471.4% | +63.5% | +407.9% | +292.0% |
| 10Y | +773.0% | +316.7% | +456.3% | +287.4% |
| All | +773.0% | +315.4% | +457.6% | +287.4% |
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