+886.5%
THC vs NIO
-43.5%
+930.0%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.9% | -7.0% | -1.7% |
| 7D | +3.7% | +5.6% | -1.9% | +3.1% |
| 30D | +9.0% | -4.2% | +13.3% | +9.5% |
| 3M | +10.4% | -26.3% | +36.7% | +13.6% |
| 6M | +45.7% | -42.5% | +88.2% | +53.3% |
| YTD | +42.6% | -33.5% | +76.1% | +46.9% |
| 1Y | +38.8% | -52.7% | +91.4% | +47.9% |
| 3Y | +418.8% | -57.5% | +476.3% | +433.7% |
| 5Y | +275.7% | -92.0% | +367.7% | +335.3% |
| All | +886.5% | -43.5% | +930.0% | +727.2% |
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