-22.7%
TGT vs NIO
-90.3%
+67.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | -0.6% | -6.7% | +6.0% | +0.1% |
| 30D | +9.5% | -20.0% | +29.6% | +12.0% |
| 3M | +32.3% | -30.5% | +62.7% | +37.0% |
| 6M | +37.0% | -20.7% | +57.7% | +38.8% |
| YTD | +71.0% | -25.7% | +96.7% | +74.1% |
| 1Y | +85.0% | -38.6% | +123.6% | +91.4% |
| 3Y | +46.8% | -62.3% | +109.1% | +53.3% |
| 5Y | -22.7% | -90.1% | +67.3% | -15.1% |
| All | -22.7% | -90.3% | +67.6% | -15.1% |
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