-5.8%
TLT vs NIO
-52.9%
+47.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.8% | +2.5% | -1.3% |
| 7D | -0.3% | +2.8% | -3.1% | -0.3% |
| 30D | +3.7% | -8.4% | +12.1% | +3.8% |
| 3M | -0.7% | -32.0% | +31.3% | -0.2% |
| 6M | -4.2% | -43.9% | +39.7% | -3.5% |
| YTD | -4.0% | -35.7% | +31.7% | -3.7% |
| 1Y | -5.8% | -51.1% | +45.3% | -5.2% |
| All | -5.8% | -52.9% | +47.1% | -5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling