+41.5%
NU vs TRGP
+510.8%
-469.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.4% |
| 7D | -4.9% | +0.1% | -4.9% | -4.9% |
| 30D | +7.8% | +8.0% | -0.2% | +3.9% |
| 3M | +20.9% | +8.3% | +12.7% | +15.6% |
| 6M | +0.9% | +23.9% | -23.0% | -10.6% |
| YTD | -12.7% | +59.6% | -72.3% | -32.2% |
| 1Y | -6.4% | +79.4% | -85.8% | -32.2% |
| 3Y | +98.1% | +269.4% | -171.3% | -8.3% |
| All | +41.5% | +510.8% | -469.3% | -60.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling