+37.7%
THC vs NIO
-37.4%
+75.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.1% | +0.7% |
| 7D | -0.7% | -13.0% | +12.4% | 0.0% |
| 30D | +1.3% | -18.3% | +19.5% | +2.2% |
| 3M | +64.2% | -33.2% | +97.5% | +68.0% |
| 6M | +8.3% | -21.5% | +29.8% | +8.4% |
| YTD | +33.4% | -25.5% | +58.9% | +33.8% |
| 1Y | +37.7% | -38.0% | +75.7% | +41.6% |
| All | +37.7% | -37.4% | +75.1% | +41.6% |
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