+132.4%
TGT vs NIO
-36.7%
+169.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.8% | +0.4% |
| 7D | +0.8% | -13.0% | +13.8% | +1.6% |
| 30D | +12.2% | -18.3% | +30.5% | +13.5% |
| 3M | +33.8% | -33.2% | +67.0% | +36.8% |
| 6M | +39.3% | -21.5% | +60.8% | +40.5% |
| YTD | +72.9% | -25.5% | +98.3% | +74.7% |
| 1Y | +84.6% | -38.0% | +122.6% | +88.1% |
| 3Y | +46.2% | -65.5% | +111.7% | +50.0% |
| 5Y | -21.3% | -90.6% | +69.2% | -17.5% |
| All | +132.4% | -36.7% | +169.1% | +129.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling