+111.6%
TEAM vs NIO
-36.7%
+148.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.6% | -1.1% | -2.4% |
| 7D | -0.4% | -13.0% | +12.6% | +1.4% |
| 30D | +67.3% | -18.3% | +85.6% | +71.8% |
| 3M | +86.8% | -33.2% | +120.0% | +96.8% |
| 6M | +146.8% | -21.5% | +168.3% | +151.7% |
| YTD | +16.9% | -25.5% | +42.4% | +19.5% |
| 1Y | +12.8% | -38.0% | +50.8% | +17.4% |
| 3Y | -7.3% | -65.5% | +58.2% | -1.0% |
| 5Y | -50.7% | -90.6% | +39.9% | -42.2% |
| All | +111.6% | -36.7% | +148.3% | +120.8% |
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