+98.1%
NU vs TRGP
+260.3%
-162.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.5% |
| 7D | -4.9% | +0.1% | -4.9% | -4.9% |
| 30D | +7.8% | +8.0% | -0.2% | +5.2% |
| 3M | +20.9% | +8.3% | +12.7% | +17.3% |
| 6M | +0.9% | +23.9% | -23.0% | -7.6% |
| YTD | -12.7% | +59.6% | -72.3% | -28.0% |
| 1Y | -6.4% | +79.4% | -85.8% | -27.1% |
| 3Y | +98.1% | +269.4% | -171.3% | +18.4% |
| All | +98.1% | +260.3% | -162.2% | +18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling