-9.1%
NVTS vs TRGP
+474.2%
-483.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.9% | +4.5% |
| 7D | -1.4% | +0.1% | -1.5% | -1.5% |
| 30D | -16.5% | +8.0% | -24.5% | -19.1% |
| 3M | -47.6% | +8.3% | -55.9% | -49.8% |
| 6M | +7.3% | +23.9% | -16.6% | -3.1% |
| YTD | +62.9% | +59.6% | +3.2% | +32.4% |
| 1Y | +91.3% | +79.4% | +11.9% | +45.5% |
| 3Y | +43.4% | +269.4% | -226.0% | -34.8% |
| All | -9.1% | +474.2% | -483.4% | -67.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling