-12.0%
TRI vs NIO
-58.0%
+46.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.9% | +6.3% | +0.4% |
| 7D | -7.5% | -4.7% | -2.8% | -7.5% |
| 30D | +3.9% | -14.3% | +18.2% | +3.9% |
| 3M | +7.2% | -32.8% | +40.0% | +7.2% |
| 6M | +27.0% | -49.8% | +76.8% | +27.1% |
| YTD | -14.0% | -40.2% | +26.1% | -14.1% |
| 1Y | -17.7% | -52.7% | +35.0% | -17.1% |
| All | -12.0% | -58.0% | +46.0% | -12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling