-90.1%
NIO vs TRU
-35.2%
-54.8%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.5% | +0.9% |
| 7D | -6.7% | -7.2% | +0.5% | -3.7% |
| 30D | -20.0% | -2.8% | -17.2% | -19.3% |
| 3M | -30.5% | +13.0% | -43.5% | -35.0% |
| 6M | -20.7% | +0.7% | -21.4% | -22.7% |
| YTD | -25.7% | -9.0% | -16.7% | -25.3% |
| 1Y | -38.6% | -16.3% | -22.3% | -36.0% |
| 3Y | -62.3% | -1.1% | -61.2% | -66.2% |
| 5Y | -90.1% | -36.0% | -54.1% | -87.9% |
| All | -90.1% | -35.2% | -54.8% | -87.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling