+88.9%
TEM vs NIO
-22.2%
+111.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +5.9% | +2.0% | +6.5% |
| 7D | +5.3% | +5.6% | -0.3% | +3.9% |
| 30D | +8.1% | -4.2% | +12.3% | +9.4% |
| 3M | +64.9% | -26.3% | +91.2% | +77.8% |
| 6M | +42.1% | -42.5% | +84.7% | +61.3% |
| YTD | +28.8% | -33.5% | +62.3% | +39.7% |
| 1Y | +5.5% | -52.7% | +58.1% | +23.7% |
| All | +88.9% | -22.2% | +111.2% | +75.1% |
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