+77.9%
TRGP vs NIO
-37.4%
+115.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -1.2% |
| 7D | +0.8% | -13.0% | +13.8% | +1.1% |
| 30D | +11.5% | -18.3% | +29.8% | +12.0% |
| 3M | +9.0% | -33.2% | +42.2% | +10.1% |
| 6M | +20.5% | -21.5% | +42.0% | +20.9% |
| YTD | +59.5% | -25.5% | +85.0% | +60.4% |
| 1Y | +77.9% | -38.0% | +115.9% | +87.9% |
| All | +77.9% | -37.4% | +115.3% | +87.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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