-27.6%
TE vs NIO
-62.6%
+35.1%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +2.0% |
| 7D | -4.0% | -13.0% | +9.1% | +1.7% |
| 30D | -15.9% | -18.3% | +2.4% | -8.7% |
| 3M | -60.5% | -33.2% | -27.3% | -53.2% |
| 6M | -35.2% | -21.5% | -13.7% | -30.7% |
| YTD | -31.1% | -25.5% | -5.6% | -24.9% |
| 1Y | +148.6% | -38.0% | +186.7% | +181.0% |
| All | -27.6% | -62.6% | +35.1% | -6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling