+2,174.7%
TRGP vs PTC
+521.5%
+1,653.2%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.0% | +4.8% | +1.3% |
| 7D | +0.8% | -10.3% | +11.0% | +5.3% |
| 30D | +11.5% | +1.1% | +10.4% | +10.5% |
| 3M | +9.0% | +1.6% | +7.4% | +6.3% |
| 6M | +20.5% | -13.5% | +34.0% | +25.2% |
| YTD | +59.5% | -19.1% | +78.6% | +69.7% |
| 1Y | +77.9% | -33.9% | +111.8% | +106.0% |
| 3Y | +253.6% | -3.9% | +257.5% | +234.2% |
| 5Y | +615.5% | +6.0% | +609.4% | +525.1% |
| 10Y | +897.1% | +223.7% | +673.4% | +412.4% |
| All | +2,174.7% | +521.5% | +1,653.2% | +766.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling