+201.5%
TECK vs NIO
-45.3%
+246.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.8% | +1.0% | -2.2% |
| 7D | +1.7% | +2.8% | -1.1% | +1.3% |
| 30D | -7.6% | -8.4% | +0.7% | -6.4% |
| 3M | -5.9% | -32.0% | +26.1% | -0.3% |
| 6M | -2.8% | -43.9% | +41.1% | +5.7% |
| YTD | +31.8% | -35.7% | +67.5% | +39.7% |
| 1Y | +49.1% | -51.1% | +100.2% | +64.1% |
| 3Y | +83.0% | -54.7% | +137.7% | +92.9% |
| 5Y | +150.6% | -91.7% | +242.3% | +209.2% |
| All | +201.5% | -45.3% | +246.8% | +159.8% |
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 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