-48.5%
TE vs NIO
+8.6%
-57.1%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.3% | +10.3% | +10.1% |
| 7D | +18.2% | -6.7% | +24.9% | +20.4% |
| 30D | -13.5% | -20.0% | +6.5% | -8.2% |
| 3M | -44.6% | -30.5% | -14.1% | -38.8% |
| 6M | -24.7% | -20.7% | -4.0% | -21.0% |
| YTD | -24.3% | -25.7% | +1.4% | -19.3% |
| 1Y | +155.6% | -38.6% | +194.1% | +181.0% |
| 3Y | -18.3% | -62.3% | +44.0% | -4.0% |
| 5Y | -41.3% | -90.1% | +48.8% | -22.6% |
| All | -48.5% | +8.6% | -57.1% | -34.4% |
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