+170.4%
NXT vs TRGP
+317.7%
-147.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.0% | -2.6% | -3.3% |
| 7D | -0.2% | -0.7% | +0.5% | 0.0% |
| 30D | -20.0% | +9.5% | -29.4% | -22.2% |
| 3M | -30.9% | +10.8% | -41.8% | -33.8% |
| 6M | -23.8% | +25.3% | -49.2% | -30.4% |
| YTD | -5.4% | +60.3% | -65.7% | -20.9% |
| 1Y | +28.0% | +84.6% | -56.5% | +1.2% |
| 3Y | +93.3% | +264.4% | -171.0% | +2.4% |
| All | +170.4% | +317.7% | -147.3% | +32.7% |
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