+172.7%
TRI vs NIO
-36.7%
+209.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.6% | -3.9% | -5.4% |
| 7D | -0.5% | -13.0% | +12.5% | -0.1% |
| 30D | +7.9% | -18.3% | +26.1% | +8.5% |
| 3M | +24.1% | -33.2% | +57.3% | +25.6% |
| 6M | +3.8% | -21.5% | +25.3% | +4.2% |
| YTD | -16.9% | -25.5% | +8.6% | -16.5% |
| 1Y | -38.4% | -38.0% | -0.4% | -37.8% |
| 3Y | -12.2% | -65.5% | +53.2% | -10.9% |
| 5Y | -1.8% | -90.6% | +88.8% | +1.5% |
| All | +172.7% | -36.7% | +209.3% | +161.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling