-53.5%
NIO vs TRU
+0.8%
-54.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.1% | -5.0% | -4.9% |
| 7D | -14.5% | 0.0% | -14.5% | -14.4% |
| 30D | -15.0% | +21.3% | -36.3% | -15.5% |
| 3M | -35.6% | +0.2% | -35.8% | -35.8% |
| 6M | -55.7% | +22.4% | -78.0% | -55.5% |
| YTD | -43.1% | -4.8% | -38.3% | -43.3% |
| 1Y | -53.5% | -0.2% | -53.3% | -54.1% |
| All | -53.5% | +0.8% | -54.3% | -54.1% |
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