-9.7%
TRI vs NIO
-90.3%
+80.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.7% |
| 7D | -8.4% | -4.1% | -4.3% | -8.2% |
| 30D | -6.5% | -23.2% | +16.8% | -5.4% |
| 3M | +18.6% | -29.9% | +48.5% | +20.3% |
| 6M | -10.4% | -25.1% | +14.7% | -9.8% |
| YTD | -23.7% | -27.5% | +3.7% | -23.2% |
| 1Y | -42.5% | -41.1% | -1.4% | -41.5% |
| 3Y | -19.3% | -63.1% | +43.9% | -17.5% |
| 5Y | -9.7% | -90.4% | +80.7% | -2.6% |
| All | -9.7% | -90.3% | +80.6% | -2.6% |
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