+822.9%
THC vs NIO
-36.7%
+859.5%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.1% | +0.7% |
| 7D | -0.7% | -13.0% | +12.4% | +0.7% |
| 30D | +1.3% | -18.3% | +19.5% | +3.3% |
| 3M | +64.2% | -33.2% | +97.5% | +70.6% |
| 6M | +8.3% | -21.5% | +29.8% | +10.0% |
| YTD | +33.4% | -25.5% | +58.9% | +36.0% |
| 1Y | +37.7% | -38.0% | +75.7% | +42.3% |
| 3Y | +236.8% | -65.5% | +302.2% | +254.5% |
| 5Y | +249.3% | -90.6% | +339.8% | +297.8% |
| All | +822.9% | -36.7% | +859.5% | +665.8% |
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