-16.7%
TRI vs NIO
-54.1%
+37.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.4% | +3.0% | +6.8% |
| 7D | +1.0% | -0.6% | +1.6% | +0.9% |
| 30D | +20.8% | -3.5% | +24.3% | +20.3% |
| 3M | +8.1% | -30.7% | +38.8% | +2.9% |
| 6M | +24.2% | -45.6% | +69.8% | +13.9% |
| YTD | -7.8% | -35.3% | +27.5% | -9.4% |
| 1Y | -16.7% | -53.9% | +37.2% | -15.8% |
| All | -16.7% | -54.1% | +37.4% | -15.8% |
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