+545.0%
TRGP vs NIO
-43.2%
+588.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.6% | +2.8% | +3.4% |
| 7D | -7.2% | +6.9% | -14.1% | -7.8% |
| 30D | -4.2% | -4.7% | +0.6% | -3.8% |
| 3M | +7.0% | -28.1% | +35.0% | +10.3% |
| 6M | +11.2% | -41.7% | +53.0% | +16.8% |
| YTD | +51.1% | -33.1% | +84.2% | +55.4% |
| 1Y | +62.0% | -50.3% | +112.3% | +71.6% |
| 3Y | +248.2% | -54.4% | +302.5% | +255.4% |
| 5Y | +432.4% | -91.6% | +524.0% | +516.8% |
| All | +545.0% | -43.2% | +588.2% | +439.3% |
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