+35.8%
TRMB vs NIO
-36.8%
+72.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -0.3% | -6.7% | +6.4% | +0.5% |
| 30D | -1.2% | -20.0% | +18.8% | +1.3% |
| 3M | +9.6% | -30.5% | +40.1% | +14.0% |
| 6M | -16.1% | -20.7% | +4.6% | -14.7% |
| YTD | -25.0% | -25.7% | +0.7% | -23.3% |
| 1Y | -27.7% | -38.6% | +10.9% | -24.8% |
| 3Y | +15.3% | -62.3% | +77.6% | +21.0% |
| 5Y | -37.4% | -90.1% | +52.7% | -28.3% |
| All | +35.8% | -36.8% | +72.6% | +26.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling