+620.9%
TRGP vs NVS
+92.9%
+528.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.3% | -0.5% |
| 7D | +0.1% | -14.3% | +14.3% | +3.1% |
| 30D | +8.0% | -10.0% | +18.0% | +9.8% |
| 3M | +8.3% | -10.9% | +19.1% | +10.1% |
| 6M | +23.9% | -12.0% | +35.9% | +26.3% |
| YTD | +59.6% | +2.5% | +57.1% | +55.3% |
| 1Y | +79.4% | +10.7% | +68.8% | +70.3% |
| 3Y | +269.4% | +53.3% | +216.1% | +207.1% |
| All | +620.9% | +92.9% | +528.0% | +430.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling