+51.8%
TEL vs NIO
-90.3%
+142.0%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.1% |
| 7D | +1.2% | -4.1% | +5.4% | +1.8% |
| 30D | -4.1% | -23.2% | +19.1% | -1.0% |
| 3M | -2.6% | -29.9% | +27.3% | +1.7% |
| 6M | 0.0% | -25.1% | +25.1% | +2.7% |
| YTD | -9.1% | -27.5% | +18.4% | -6.4% |
| 1Y | -0.8% | -41.1% | +40.2% | +4.2% |
| 3Y | +67.4% | -63.1% | +130.5% | +78.4% |
| 5Y | +51.8% | -90.4% | +142.1% | +78.5% |
| All | +51.8% | -90.3% | +142.0% | +78.5% |
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 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