+45.2%
NU vs TRGP
+513.2%
-468.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -1.7% |
| 7D | -2.6% | -0.7% | -1.9% | -2.3% |
| 30D | +8.2% | +9.5% | -1.2% | +3.7% |
| 3M | +26.3% | +10.8% | +15.4% | +19.3% |
| 6M | +2.2% | +25.3% | -23.1% | -9.9% |
| YTD | -10.4% | +60.3% | -70.7% | -30.6% |
| 1Y | -3.0% | +84.6% | -87.5% | -30.7% |
| 3Y | +120.3% | +264.4% | -144.1% | +2.8% |
| All | +45.2% | +513.2% | -468.0% | -60.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling