+598.4%
TRGP vs NIO
-49.2%
+647.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.9% | +7.4% | +2.1% |
| 7D | +9.0% | -4.7% | +13.7% | +9.4% |
| 30D | +1.5% | -14.3% | +15.8% | +3.0% |
| 3M | +10.7% | -32.8% | +43.5% | +14.9% |
| 6M | +17.1% | -49.8% | +67.0% | +24.8% |
| YTD | +63.6% | -40.2% | +103.8% | +70.1% |
| 1Y | +77.0% | -52.7% | +129.7% | +88.2% |
| 3Y | +273.2% | -57.9% | +331.0% | +283.6% |
| 5Y | +508.6% | -92.9% | +601.5% | +616.7% |
| All | +598.4% | -49.2% | +647.6% | +490.2% |
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