+69.0%
TECK vs NIO
-59.9%
+128.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.9% | -5.0% | -0.2% |
| 7D | -0.2% | +5.6% | -5.9% | -1.3% |
| 30D | -7.5% | -4.2% | -3.3% | -6.7% |
| 3M | -8.4% | -26.3% | +17.9% | -3.2% |
| 6M | -2.2% | -42.5% | +40.3% | +7.8% |
| YTD | +26.8% | -33.5% | +60.3% | +35.5% |
| 1Y | +46.5% | -52.7% | +99.2% | +65.6% |
| 3Y | +69.0% | -57.5% | +126.5% | +80.6% |
| All | +69.0% | -59.9% | +128.9% | +80.6% |
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 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