+181.5%
TER vs NIO
-56.9%
+238.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.8% | +3.6% | +0.4% |
| 7D | -8.9% | +2.8% | -11.7% | -9.3% |
| 30D | -39.1% | -8.4% | -30.7% | -38.1% |
| 3M | -32.8% | -32.0% | -0.8% | -28.3% |
| 6M | -31.7% | -43.9% | +12.2% | -25.1% |
| YTD | +26.9% | -35.7% | +62.6% | +35.2% |
| 1Y | +33.6% | -51.1% | +84.7% | +48.1% |
| 3Y | +181.5% | -54.7% | +236.2% | +196.9% |
| All | +181.5% | -56.9% | +238.4% | +196.9% |
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