+6.7%
NI vs TRGP
+80.7%
-74.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.5% | -0.5% |
| 7D | +2.0% | +0.8% | +1.2% | +1.9% |
| 30D | -3.5% | +11.5% | -15.1% | -5.1% |
| 3M | -9.1% | +9.0% | -18.1% | -10.3% |
| 6M | -11.8% | +20.5% | -32.3% | -14.3% |
| YTD | +1.1% | +59.5% | -58.4% | -5.4% |
| 1Y | +6.7% | +77.9% | -71.2% | -1.3% |
| All | +6.7% | +80.7% | -74.0% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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