-45.3%
TE vs NIO
-55.0%
+9.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.9% | +1.9% | -1.0% |
| 7D | -19.1% | -14.5% | -4.6% | -13.4% |
| 30D | -34.1% | -15.0% | -19.2% | -29.2% |
| 3M | -60.1% | -35.6% | -24.6% | -52.7% |
| 6M | -66.0% | -55.7% | -10.3% | -55.5% |
| YTD | -71.4% | -43.1% | -28.3% | -66.2% |
| 1Y | -45.3% | -53.5% | +8.3% | -23.2% |
| All | -45.3% | -55.0% | +9.7% | -23.2% |
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