+131.6%
TGT vs NIO
-46.0%
+177.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.6% |
| 7D | +0.5% | -1.8% | +2.3% | +0.6% |
| 30D | +6.7% | -6.6% | +13.3% | +7.1% |
| 3M | +8.4% | -29.9% | +38.3% | +10.6% |
| 6M | +40.7% | -46.6% | +87.3% | +45.6% |
| YTD | +72.2% | -36.5% | +108.7% | +75.6% |
| 1Y | +86.2% | -51.1% | +137.3% | +92.7% |
| 3Y | +68.8% | -55.2% | +124.1% | +71.1% |
| 5Y | -25.2% | -92.3% | +67.1% | -20.7% |
| All | +131.6% | -46.0% | +177.6% | +130.2% |
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