+1,213.8%
NTRA vs NIO
-36.7%
+1,250.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.7% | +0.4% |
| 7D | +0.6% | -13.0% | +13.6% | +2.8% |
| 30D | +19.5% | -18.3% | +37.8% | +23.4% |
| 3M | +47.8% | -33.2% | +81.0% | +57.2% |
| 6M | +61.6% | -21.5% | +83.1% | +65.9% |
| YTD | +43.3% | -25.5% | +68.7% | +47.8% |
| 1Y | +97.0% | -38.0% | +135.0% | +107.6% |
| 3Y | +424.9% | -65.5% | +490.4% | +470.2% |
| 5Y | +165.2% | -90.6% | +255.8% | +225.1% |
| All | +1,213.8% | -36.7% | +1,250.4% | +1,240.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling