-64.2%
NIO vs NTR
+40.7%
-104.9%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -4.1% | +0.5% | -4.7% | -4.3% |
| 30D | -23.2% | +21.7% | -45.0% | -28.9% |
| 3M | -29.9% | +22.8% | -52.7% | -35.5% |
| 6M | -25.1% | +8.2% | -33.3% | -28.4% |
| YTD | -27.5% | +32.9% | -60.4% | -38.2% |
| 1Y | -41.1% | +45.3% | -86.4% | -53.0% |
| All | -64.2% | +40.7% | -104.9% | -72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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