-53.9%
NIO vs TRU
+2.1%
-56.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.6% | -1.1% | +3.3% |
| 7D | -0.6% | +10.5% | -11.1% | -0.8% |
| 30D | -3.5% | +28.7% | -32.2% | -4.1% |
| 3M | -30.7% | +0.7% | -31.3% | -31.0% |
| 6M | -45.6% | +19.3% | -65.0% | -45.5% |
| YTD | -35.3% | -3.7% | -31.5% | -35.8% |
| 1Y | -53.9% | +3.4% | -57.3% | -54.7% |
| All | -53.9% | +2.1% | -56.0% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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