+750.3%
NVT vs TRGP
+715.9%
+34.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.6% | +5.2% | +4.9% |
| 7D | +4.1% | +0.1% | +4.0% | +4.1% |
| 30D | -5.1% | +8.0% | -13.2% | -8.2% |
| 3M | -1.2% | +8.3% | -9.4% | -4.8% |
| 6M | +46.6% | +23.9% | +22.7% | +33.1% |
| YTD | +60.0% | +59.6% | +0.4% | +31.3% |
| 1Y | +70.8% | +79.4% | -8.6% | +33.0% |
| 3Y | +187.5% | +269.4% | -81.9% | +69.9% |
| 5Y | +426.1% | +641.6% | -215.5% | +134.7% |
| All | +750.3% | +715.9% | +34.3% | +215.4% |
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 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