+38.5%
TNA vs NIO
-54.1%
+92.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.4% | +1.0% | +3.4% |
| 7D | +2.4% | -0.6% | +3.0% | +2.6% |
| 30D | -0.9% | -3.5% | +2.6% | +0.1% |
| 3M | -19.2% | -30.7% | +11.5% | -11.0% |
| 6M | -0.8% | -45.6% | +44.8% | +16.1% |
| YTD | +33.2% | -35.3% | +68.5% | +47.4% |
| 1Y | +38.5% | -53.9% | +92.4% | +99.1% |
| All | +38.5% | -54.1% | +92.6% | +99.1% |
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