+271.5%
TRGP vs NVS
+54.6%
+217.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.6% | -15.7% | +15.1% | +1.1% |
| 30D | +10.0% | -11.1% | +21.0% | +10.9% |
| 3M | +7.6% | -7.2% | +14.8% | +7.7% |
| 6M | +26.8% | -12.3% | +39.1% | +27.9% |
| YTD | +60.6% | +2.8% | +57.8% | +57.5% |
| 1Y | +82.5% | +11.9% | +70.5% | +76.1% |
| All | +271.5% | +54.6% | +217.0% | +229.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 3y: compounded portfolio wealth divided by compounded NVS 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…
3y analysis · Full analysis span regression · 6 months rolling