-91.6%
NIO vs TRU
-25.5%
-66.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.8% | -0.4% |
| 7D | +6.9% | +4.9% | +2.0% | +4.7% |
| 30D | -4.7% | +26.9% | -31.7% | -14.3% |
| 3M | -28.1% | +4.0% | -32.1% | -30.0% |
| 6M | -41.7% | +15.8% | -57.5% | -46.7% |
| YTD | -33.1% | -2.6% | -30.5% | -35.2% |
| 1Y | -50.3% | +3.9% | -54.1% | -53.5% |
| 3Y | -54.4% | +59.2% | -113.6% | -69.7% |
| 5Y | -91.6% | -25.7% | -66.0% | -90.9% |
| All | -91.6% | -25.5% | -66.1% | -90.9% |
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