-45.8%
NIO vs TRU
+5.1%
-50.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.1% | -3.1% | -3.2% |
| 7D | -7.3% | -9.4% | +2.1% | -3.2% |
| 30D | -22.5% | -4.1% | -18.4% | -21.2% |
| 3M | -30.9% | +13.6% | -44.5% | -35.7% |
| 6M | -37.2% | +3.6% | -40.8% | -39.6% |
| YTD | -29.8% | -9.8% | -20.0% | -29.3% |
| 1Y | -37.4% | -13.6% | -23.8% | -36.3% |
| 3Y | -64.3% | -2.0% | -62.4% | -68.3% |
| 5Y | -90.6% | -35.8% | -54.8% | -89.7% |
| All | -45.8% | +5.1% | -50.9% | -54.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling