+71.6%
TEAM vs NIO
-43.5%
+115.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +5.9% | -22.1% | -16.9% |
| 7D | -19.8% | +5.6% | -25.4% | -20.6% |
| 30D | -21.5% | -4.2% | -17.3% | -21.2% |
| 3M | +39.5% | -26.3% | +65.8% | +44.9% |
| 6M | +73.1% | -42.5% | +115.6% | +85.1% |
| YTD | -5.2% | -33.5% | +28.3% | -1.9% |
| 1Y | -1.6% | -52.7% | +51.1% | +6.6% |
| 3Y | -11.4% | -57.5% | +46.0% | -8.3% |
| 5Y | -65.1% | -92.0% | +26.9% | -58.3% |
| All | +71.6% | -43.5% | +115.1% | +81.3% |
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