-4.7%
TOST vs NIO
-54.3%
+49.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.9% | -7.3% | -1.7% |
| 7D | +9.4% | +5.6% | +3.8% | +9.1% |
| 30D | +13.5% | -4.2% | +17.7% | +13.7% |
| 3M | -0.1% | -26.3% | +26.2% | +0.9% |
| 6M | +22.5% | -42.5% | +65.0% | +23.2% |
| YTD | -2.4% | -33.5% | +31.2% | +0.7% |
| 1Y | -4.7% | -52.7% | +48.0% | +2.0% |
| All | -4.7% | -54.3% | +49.6% | +2.0% |
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 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