-25.8%
TE vs NIO
-54.1%
+28.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.4% | -7.0% | -4.9% |
| 7D | +3.8% | -0.6% | +4.4% | +4.1% |
| 30D | -26.2% | -3.5% | -22.7% | -24.9% |
| 3M | -49.7% | -30.7% | -19.1% | -42.5% |
| 6M | -46.5% | -45.6% | -0.8% | -34.4% |
| YTD | -59.1% | -35.3% | -23.8% | -54.1% |
| 1Y | -25.8% | -53.9% | +28.1% | +19.7% |
| All | -25.8% | -54.1% | +28.3% | +19.7% |
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