-53.2%
TE vs NIO
+8.9%
-62.0%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +1.7% |
| 7D | -4.0% | -13.0% | +9.1% | -0.3% |
| 30D | -15.9% | -18.3% | +2.4% | -11.2% |
| 3M | -60.5% | -33.2% | -27.3% | -55.8% |
| 6M | -35.2% | -21.5% | -13.7% | -31.9% |
| YTD | -31.1% | -25.5% | -5.6% | -26.7% |
| 1Y | +148.6% | -38.0% | +186.7% | +172.5% |
| 3Y | -26.4% | -65.5% | +39.1% | -12.0% |
| 5Y | -48.0% | -90.6% | +42.6% | -31.4% |
| All | -53.2% | +8.9% | -62.0% | -40.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling