-53.5%
NIO vs TMF
-30.5%
-23.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.4% | -3.6% | -4.7% |
| 7D | -14.5% | -9.3% | -5.2% | -13.1% |
| 30D | -15.0% | +1.9% | -16.9% | -15.0% |
| 3M | -35.6% | -11.2% | -24.3% | -34.3% |
| 6M | -55.7% | -17.7% | -37.9% | -54.4% |
| YTD | -43.1% | -24.5% | -18.7% | -41.9% |
| 1Y | -53.5% | -29.4% | -24.1% | -51.9% |
| All | -53.5% | -30.5% | -23.1% | -51.9% |
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