+258.4%
TPR vs NIO
-92.6%
+351.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -3.0% | +10.1% | +7.6% |
| 7D | +13.9% | -3.6% | +17.5% | +14.6% |
| 30D | +14.9% | -8.0% | +23.0% | +16.5% |
| 3M | -15.4% | -31.2% | +15.8% | -9.7% |
| 6M | -4.5% | -45.8% | +41.3% | +5.8% |
| YTD | +6.0% | -37.3% | +43.2% | +13.2% |
| 1Y | +24.3% | -56.1% | +80.4% | +41.5% |
| 3Y | +412.8% | -61.1% | +473.9% | +454.6% |
| 5Y | +258.4% | -92.4% | +350.9% | +388.2% |
| All | +258.4% | -92.6% | +351.1% | +388.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling