-38.0%
NIO vs TAP
-14.5%
-23.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.6% |
| 7D | -13.0% | -2.3% | -10.7% | -13.3% |
| 30D | -18.3% | -2.1% | -16.1% | -18.5% |
| 3M | -33.2% | +6.6% | -39.8% | -32.2% |
| 6M | -21.5% | -11.5% | -10.0% | -22.2% |
| YTD | -25.5% | -10.3% | -15.2% | -25.3% |
| 1Y | -38.0% | -14.4% | -23.6% | -37.6% |
| All | -38.0% | -14.5% | -23.5% | -37.6% |
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