+920.1%
THC vs NIO
-46.0%
+966.1%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.1% |
| 7D | +0.2% | -1.8% | +2.1% | +0.4% |
| 30D | +9.0% | -6.6% | +15.6% | +9.7% |
| 3M | +12.9% | -29.9% | +42.8% | +16.8% |
| 6M | +52.8% | -46.6% | +99.5% | +62.0% |
| YTD | +47.4% | -36.5% | +83.9% | +52.6% |
| 1Y | +47.7% | -51.1% | +98.9% | +56.9% |
| 3Y | +444.7% | -55.2% | +499.9% | +456.6% |
| 5Y | +269.3% | -92.3% | +361.6% | +330.1% |
| All | +920.1% | -46.0% | +966.1% | +759.1% |
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 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