-53.9%
NIO vs TMF
-23.9%
-30.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.5% | +1.0% | +3.2% |
| 7D | -0.6% | +4.0% | -4.6% | -1.0% |
| 30D | -3.5% | +19.5% | -23.0% | -5.6% |
| 3M | -30.7% | -3.5% | -27.1% | -30.3% |
| 6M | -45.6% | -10.6% | -35.1% | -45.0% |
| YTD | -35.3% | -17.1% | -18.2% | -34.8% |
| 1Y | -53.9% | -24.3% | -29.7% | -53.3% |
| All | -53.9% | -23.9% | -30.0% | -53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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