+151.8%
TER vs NIO
-59.9%
+211.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.9% | -3.4% | +1.5% |
| 7D | -20.5% | +5.6% | -26.1% | -21.2% |
| 30D | -47.0% | -4.2% | -42.8% | -46.6% |
| 3M | -43.3% | -26.3% | -17.0% | -40.4% |
| 6M | -42.9% | -42.5% | -0.4% | -37.6% |
| YTD | +12.9% | -33.5% | +46.4% | +19.5% |
| 1Y | +18.2% | -52.7% | +70.8% | +31.5% |
| 3Y | +151.8% | -57.5% | +209.2% | +168.7% |
| All | +151.8% | -59.9% | +211.7% | +168.7% |
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