+625.6%
TRGP vs NIO
-90.7%
+716.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -1.1% |
| 7D | +0.8% | -13.0% | +13.8% | +1.9% |
| 30D | +11.5% | -18.3% | +29.8% | +13.3% |
| 3M | +9.0% | -33.2% | +42.2% | +12.6% |
| 6M | +20.5% | -21.5% | +42.0% | +22.0% |
| YTD | +59.5% | -25.5% | +85.0% | +62.1% |
| 1Y | +77.9% | -38.0% | +115.9% | +83.0% |
| 3Y | +253.6% | -65.5% | +319.0% | +272.4% |
| All | +625.6% | -90.7% | +716.3% | +768.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling