+36.3%
TRMB vs NIO
-60.1%
+96.4%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | 0.0% |
| 7D | +2.8% | -14.5% | +17.3% | +4.1% |
| 30D | -5.9% | -15.0% | +9.1% | -4.7% |
| 3M | -3.3% | -35.6% | +32.3% | 0.0% |
| 6M | +1.3% | -55.7% | +57.0% | +7.8% |
| YTD | -29.0% | -43.1% | +14.2% | -26.4% |
| 1Y | -27.8% | -53.5% | +25.8% | -23.8% |
| 3Y | +36.3% | -59.8% | +96.1% | +42.7% |
| All | +36.3% | -60.1% | +96.4% | +42.7% |
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