+149.5%
NTAP vs NIO
-62.6%
+212.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.2% |
| 7D | -0.8% | -13.0% | +12.3% | +0.2% |
| 30D | -0.5% | -18.3% | +17.7% | +0.9% |
| 3M | +4.1% | -33.2% | +37.3% | +7.1% |
| 6M | +88.0% | -21.5% | +109.4% | +90.3% |
| YTD | +75.6% | -25.5% | +101.1% | +78.3% |
| 1Y | +58.9% | -38.0% | +96.9% | +63.3% |
| All | +149.5% | -62.6% | +212.2% | +160.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 3y: compounded portfolio wealth divided by compounded NIO 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…
3y analysis · Full analysis span regression · 6 months rolling