+89.2%
TER vs NIO
-92.1%
+181.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.2% | +9.5% | +8.6% |
| 7D | +5.9% | -1.8% | +7.7% | +6.4% |
| 30D | -30.8% | -6.6% | -24.1% | -29.7% |
| 3M | -29.9% | -29.9% | -0.1% | -24.7% |
| 6M | -27.5% | -46.6% | +19.2% | -17.8% |
| YTD | +37.5% | -36.5% | +73.9% | +48.8% |
| 1Y | +50.3% | -51.1% | +101.4% | +71.2% |
| 3Y | +204.9% | -55.2% | +260.1% | +224.7% |
| 5Y | +89.2% | -92.3% | +181.5% | +162.0% |
| All | +89.2% | -92.1% | +181.2% | +162.0% |
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