-50.9%
NIO vs TRU
+12.2%
-63.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.2% | -1.2% |
| 7D | -1.8% | 0.0% | -1.8% | -1.9% |
| 30D | -6.6% | +24.3% | -30.9% | -15.6% |
| 3M | -29.9% | +2.3% | -32.2% | -31.4% |
| 6M | -46.6% | +17.7% | -64.3% | -51.7% |
| YTD | -36.5% | -3.8% | -32.7% | -38.4% |
| 1Y | -51.1% | -0.3% | -50.8% | -53.5% |
| 3Y | -55.2% | +58.4% | -113.7% | -69.0% |
| 5Y | -92.3% | -24.0% | -68.3% | -92.3% |
| All | -50.9% | +12.2% | -63.1% | -60.3% |
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