+563.1%
TRGP vs NIO
-45.3%
+608.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.8% | +6.6% | +3.2% |
| 7D | -5.8% | +2.8% | -8.6% | -6.1% |
| 30D | -1.5% | -8.4% | +6.9% | -0.7% |
| 3M | +6.1% | -32.0% | +38.1% | +10.0% |
| 6M | +14.4% | -43.9% | +58.3% | +20.5% |
| YTD | +55.3% | -35.7% | +91.0% | +60.4% |
| 1Y | +69.1% | -51.1% | +120.2% | +79.3% |
| 3Y | +254.3% | -54.7% | +309.0% | +261.7% |
| 5Y | +471.4% | -91.7% | +563.1% | +562.3% |
| All | +563.1% | -45.3% | +608.5% | +456.6% |
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