-52.7%
NIO vs TAP
-6.0%
-46.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.5% | +10.4% | +5.3% |
| 7D | +5.6% | +0.5% | +5.1% | +5.7% |
| 30D | -4.2% | +9.1% | -13.4% | -2.9% |
| 3M | -26.3% | -3.8% | -22.5% | -26.5% |
| 6M | -42.5% | -3.4% | -39.1% | -42.2% |
| YTD | -33.5% | -10.6% | -22.9% | -33.6% |
| 1Y | -52.7% | -4.4% | -48.2% | -52.4% |
| All | -52.7% | -6.0% | -46.7% | -52.4% |
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