+29.2%
TPR vs NIO
-53.2%
+82.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.9% | +5.3% | +0.1% |
| 7D | -1.1% | -4.7% | +3.5% | -0.7% |
| 30D | +15.1% | -14.3% | +29.4% | +16.9% |
| 3M | -13.4% | -32.8% | +19.4% | -9.5% |
| 6M | +1.4% | -49.8% | +51.2% | +9.7% |
| YTD | +4.8% | -40.2% | +45.0% | +7.3% |
| 1Y | +29.2% | -52.7% | +81.9% | +39.1% |
| All | +29.2% | -53.2% | +82.4% | +39.1% |
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