+584.1%
TRGP vs NIO
-38.3%
+622.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.7% |
| 7D | -0.7% | -4.1% | +3.4% | -0.3% |
| 30D | +9.5% | -23.2% | +32.7% | +12.3% |
| 3M | +10.8% | -29.9% | +40.7% | +14.6% |
| 6M | +25.3% | -25.1% | +50.4% | +27.9% |
| YTD | +60.3% | -27.5% | +87.7% | +63.8% |
| 1Y | +84.6% | -41.1% | +125.6% | +91.7% |
| 3Y | +264.4% | -63.1% | +327.5% | +280.3% |
| 5Y | +636.6% | -90.4% | +727.0% | +741.1% |
| All | +584.1% | -38.3% | +622.4% | +468.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling