-53.9%
NIO vs TAP
+4.4%
-58.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.0% | +0.4% | +3.8% |
| 7D | -0.6% | +9.9% | -10.5% | +0.6% |
| 30D | -3.5% | +18.1% | -21.6% | -1.4% |
| 3M | -30.7% | +3.2% | -33.9% | -30.2% |
| 6M | -45.6% | +8.4% | -54.1% | -44.7% |
| YTD | -35.3% | -4.4% | -30.9% | -34.9% |
| 1Y | -53.9% | +3.2% | -57.2% | -54.3% |
| All | -53.9% | +4.4% | -58.3% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 1y: compounded portfolio wealth divided by compounded TAP 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…
1y analysis · Full analysis span regression · 6 months rolling