-76.7%
TE vs NIO
-2.3%
-74.4%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -3.1% |
| 7D | -10.5% | +6.9% | -17.4% | -12.1% |
| 30D | -32.4% | -4.7% | -27.7% | -31.3% |
| 3M | -60.9% | -28.1% | -32.8% | -57.1% |
| 6M | -62.8% | -41.7% | -21.1% | -57.0% |
| YTD | -65.7% | -33.1% | -32.6% | -62.3% |
| 1Y | -39.9% | -50.3% | +10.4% | -28.7% |
| 3Y | +10.6% | -54.4% | +65.0% | +25.7% |
| 5Y | -79.7% | -91.6% | +11.9% | -72.3% |
| All | -76.7% | -2.3% | -74.4% | -69.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling