+505.1%
NTRA vs NIO
-64.4%
+569.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +2.2% |
| 7D | +1.6% | -4.1% | +5.7% | +2.1% |
| 30D | +3.8% | -23.2% | +27.0% | +7.1% |
| 3M | +48.2% | -29.9% | +78.2% | +54.6% |
| 6M | +61.0% | -25.1% | +86.1% | +65.1% |
| YTD | +44.2% | -27.5% | +71.6% | +48.1% |
| 1Y | +87.3% | -41.1% | +128.4% | +96.5% |
| All | +505.1% | -64.4% | +569.5% | +510.5% |
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