-13.0%
TEAM vs NIO
-58.0%
+45.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.9% | +5.8% | +0.2% |
| 7D | -16.9% | -4.7% | -12.2% | -16.7% |
| 30D | -26.8% | -14.3% | -12.5% | -26.1% |
| 3M | -1.9% | -32.8% | +30.9% | +0.4% |
| 6M | +79.2% | -49.8% | +129.0% | +86.0% |
| YTD | -6.1% | -40.2% | +34.1% | -4.2% |
| 1Y | -2.1% | -52.7% | +50.6% | +2.0% |
| All | -13.0% | -58.0% | +45.0% | -10.9% |
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