-65.4%
TEAM vs NIO
-93.2%
+27.8%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.9% | +3.4% | -0.5% |
| 7D | -2.4% | -14.5% | +12.1% | +0.7% |
| 30D | -26.7% | -15.0% | -11.8% | -24.5% |
| 3M | -9.6% | -35.6% | +25.9% | -1.7% |
| 6M | +86.0% | -55.7% | +141.7% | +117.7% |
| YTD | -7.5% | -43.1% | +35.6% | +0.4% |
| 1Y | -1.4% | -53.5% | +52.2% | +11.7% |
| 3Y | -14.3% | -59.8% | +45.5% | -9.8% |
| All | -65.4% | -93.2% | +27.8% | -48.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling