-27.5%
TER vs NIO
-44.8%
+17.4%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.2% | +9.5% | +8.7% |
| 7D | +5.9% | -1.8% | +7.7% | +6.5% |
| 30D | -30.8% | -6.6% | -24.1% | -29.4% |
| 3M | -29.9% | -29.9% | -0.1% | -23.6% |
| 6M | -27.5% | -46.6% | +19.2% | -16.3% |
| All | -27.5% | -44.8% | +17.4% | -16.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling