+56.8%
TNA vs NIO
-35.5%
+92.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.4% | -1.8% | -3.5% |
| 7D | -3.6% | -4.1% | +0.5% | -2.5% |
| 30D | -10.1% | -23.2% | +13.2% | -3.5% |
| 3M | +2.7% | -29.9% | +32.6% | +12.7% |
| 6M | +38.4% | -25.1% | +63.5% | +47.1% |
| YTD | +45.4% | -27.5% | +72.9% | +55.3% |
| All | +56.8% | -35.5% | +92.3% | +92.1% |
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