+158.4%
TEL vs NIO
-38.3%
+196.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.1% |
| 7D | +1.2% | -4.1% | +5.4% | +1.6% |
| 30D | -4.1% | -23.2% | +19.1% | -1.6% |
| 3M | -2.6% | -29.9% | +27.3% | +0.8% |
| 6M | 0.0% | -25.1% | +25.1% | +2.2% |
| YTD | -9.1% | -27.5% | +18.4% | -6.9% |
| 1Y | -0.8% | -41.1% | +40.2% | +3.2% |
| 3Y | +67.4% | -63.1% | +130.5% | +75.0% |
| 5Y | +51.8% | -90.4% | +142.1% | +70.3% |
| All | +158.4% | -38.3% | +196.7% | +129.5% |
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