+651.7%
TER vs NIO
-46.0%
+697.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.2% | +9.5% | +8.5% |
| 7D | +5.9% | -1.8% | +7.7% | +6.3% |
| 30D | -30.8% | -6.6% | -24.1% | -30.0% |
| 3M | -29.9% | -29.9% | -0.1% | -25.9% |
| 6M | -27.5% | -46.6% | +19.2% | -20.1% |
| YTD | +37.5% | -36.5% | +73.9% | +46.3% |
| 1Y | +50.3% | -51.1% | +101.4% | +66.4% |
| 3Y | +204.9% | -55.2% | +260.1% | +221.3% |
| 5Y | +89.2% | -92.3% | +181.5% | +139.8% |
| All | +651.7% | -46.0% | +697.7% | +624.3% |
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