+88.6%
TGT vs NIO
-54.1%
+142.7%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.4% | +2.2% | +5.7% |
| 7D | +9.5% | -0.6% | +10.1% | +9.5% |
| 30D | +6.6% | -3.5% | +10.1% | +6.5% |
| 3M | +11.0% | -30.7% | +41.6% | +10.3% |
| 6M | +29.9% | -45.6% | +75.5% | +28.8% |
| YTD | +71.4% | -35.3% | +106.7% | +71.4% |
| 1Y | +88.6% | -53.9% | +142.5% | +99.3% |
| All | +88.6% | -54.1% | +142.7% | +99.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling