+23.2%
TMO vs NIO
-38.6%
+61.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | -0.5% |
| 7D | -2.5% | -7.3% | +4.8% | -2.6% |
| 30D | -0.3% | -22.5% | +22.2% | -0.7% |
| 3M | +25.3% | -30.9% | +56.1% | +24.5% |
| 6M | +20.9% | -37.2% | +58.0% | +20.1% |
| YTD | +4.3% | -29.8% | +34.1% | +4.3% |
| All | +23.2% | -38.6% | +61.8% | +25.2% |
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