+2.2%
TEAM vs NIO
-37.4%
+39.5%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.3% | -6.7% | -6.9% |
| 7D | -5.7% | -6.7% | +1.0% | -5.8% |
| 30D | +18.3% | -20.0% | +38.4% | +17.8% |
| 3M | +80.2% | -30.5% | +110.7% | +77.1% |
| 6M | +111.0% | -20.7% | +131.7% | +108.0% |
| YTD | +8.8% | -25.7% | +34.5% | +8.0% |
| 1Y | +2.2% | -38.6% | +40.7% | +3.6% |
| All | +2.2% | -37.4% | +39.5% | +3.6% |
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