-8.4%
T vs NIO
-54.3%
+45.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.9% | -6.8% | -0.7% |
| 7D | +1.0% | +5.6% | -4.6% | +1.2% |
| 30D | -10.6% | -4.2% | -6.4% | -10.6% |
| 3M | -7.7% | -26.3% | +18.6% | -8.0% |
| 6M | -13.3% | -42.5% | +29.2% | -13.2% |
| YTD | -8.8% | -33.5% | +24.8% | -9.0% |
| 1Y | -8.4% | -52.7% | +44.3% | -7.6% |
| All | -8.4% | -54.3% | +45.9% | -7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling