+910.7%
THC vs NIO
-45.3%
+956.0%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.8% | +4.3% | +0.8% |
| 7D | +8.8% | +2.8% | +6.0% | +8.5% |
| 30D | +10.0% | -8.4% | +18.4% | +11.0% |
| 3M | +11.7% | -32.0% | +43.6% | +15.9% |
| 6M | +52.5% | -43.9% | +96.4% | +60.8% |
| YTD | +46.1% | -35.7% | +81.8% | +51.0% |
| 1Y | +49.1% | -51.1% | +100.2% | +58.4% |
| 3Y | +439.6% | -54.7% | +494.3% | +450.8% |
| 5Y | +263.2% | -91.7% | +354.9% | +319.7% |
| All | +910.7% | -45.3% | +956.0% | +750.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling