-10.8%
NVTS vs TRGP
+89.5%
-100.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -4.5% | +13.5% | +8.1% |
| 7D | -0.3% | -6.5% | +6.1% | -1.2% |
| 30D | -24.4% | -0.4% | -24.0% | -23.9% |
| 3M | -26.5% | +8.8% | -35.3% | -24.6% |
| 6M | -41.4% | +11.0% | -52.4% | -40.2% |
| YTD | +30.7% | +57.4% | -26.7% | +49.1% |
| 1Y | -10.8% | +87.9% | -98.7% | +23.5% |
| All | -10.8% | +89.5% | -100.4% | +23.5% |
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