+2,185.1%
TRGP vs NVS
+400.0%
+1,785.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -0.7% | -15.4% | +14.7% | +7.2% |
| 30D | +9.5% | -12.3% | +21.8% | +15.6% |
| 3M | +10.8% | -7.8% | +18.6% | +13.4% |
| 6M | +25.3% | -13.0% | +38.3% | +31.8% |
| YTD | +60.3% | +2.8% | +57.5% | +52.8% |
| 1Y | +84.6% | +10.6% | +73.9% | +67.9% |
| 3Y | +264.4% | +55.1% | +209.3% | +162.8% |
| 5Y | +636.6% | +91.7% | +544.9% | +352.1% |
| 10Y | +848.9% | +181.2% | +667.7% | +364.1% |
| All | +2,185.1% | +400.0% | +1,785.1% | +751.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling