-53.9%
NIO vs TXT
+9.2%
-63.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.3% | +4.7% | +3.5% |
| 7D | -0.6% | +10.6% | -11.2% | -1.0% |
| 30D | -3.5% | +14.4% | -17.9% | -4.0% |
| 3M | -30.7% | -2.7% | -27.9% | -30.6% |
| 6M | -45.6% | -4.7% | -41.0% | -45.6% |
| YTD | -35.3% | -0.5% | -34.8% | -36.3% |
| 1Y | -53.9% | +8.7% | -62.6% | -59.0% |
| All | -53.9% | +9.2% | -63.1% | -59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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