+151.2%
TRI vs NIO
-38.5%
+189.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.4% | +1.6% |
| 7D | -7.9% | -2.9% | -5.0% | -7.8% |
| 30D | -4.5% | -18.7% | +14.2% | -3.9% |
| 3M | +22.1% | -29.4% | +51.5% | +23.4% |
| 6M | -2.8% | -32.5% | +29.8% | -1.8% |
| YTD | -23.4% | -27.6% | +4.2% | -23.0% |
| 1Y | -41.5% | -39.2% | -2.3% | -40.9% |
| 3Y | -19.2% | -64.3% | +45.1% | -18.1% |
| 5Y | -9.4% | -90.3% | +80.9% | -6.4% |
| All | +151.2% | -38.5% | +189.7% | +141.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling