+248.2%
TRGP vs PTC
+30.6%
+217.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.4% | +3.0% | +3.4% |
| 7D | -7.2% | +0.8% | -8.0% | -7.2% |
| 30D | -4.2% | +0.7% | -4.9% | -4.3% |
| 3M | +7.0% | +32.6% | -25.7% | +2.7% |
| 6M | +11.2% | +33.6% | -22.3% | +7.4% |
| YTD | +51.1% | +12.4% | +38.7% | +51.5% |
| 1Y | +62.0% | +11.2% | +50.8% | +62.9% |
| 3Y | +248.2% | +31.7% | +216.5% | +184.0% |
| All | +248.2% | +30.6% | +217.6% | +184.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling