+166.6%
TJX vs NIO
-36.7%
+203.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | 0.0% |
| 7D | -2.2% | -13.0% | +10.8% | -1.6% |
| 30D | -17.1% | -18.3% | +1.1% | -16.4% |
| 3M | -16.5% | -33.2% | +16.7% | -15.0% |
| 6M | -17.8% | -21.5% | +3.7% | -17.3% |
| YTD | -13.2% | -25.5% | +12.3% | -12.5% |
| 1Y | -5.2% | -38.0% | +32.8% | -3.9% |
| 3Y | +48.2% | -65.5% | +113.7% | +51.5% |
| 5Y | +99.8% | -90.6% | +190.4% | +111.0% |
| All | +166.6% | -36.7% | +203.3% | +143.0% |
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