+77.0%
TRGP vs PTC
+10.3%
+66.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.5% | +1.5% |
| 7D | +9.0% | +0.8% | +8.2% | +9.0% |
| 30D | +1.5% | +1.2% | +0.3% | +1.5% |
| 3M | +10.7% | +32.6% | -21.9% | +10.1% |
| 6M | +17.1% | +36.1% | -18.9% | +19.4% |
| YTD | +63.6% | +12.7% | +51.0% | +68.9% |
| 1Y | +77.0% | +10.2% | +66.8% | +83.9% |
| All | +77.0% | +10.3% | +66.7% | +83.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling