+37.4%
TRMB vs NIO
-36.7%
+74.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.5% | -0.9% |
| 7D | -2.5% | -13.0% | +10.5% | -1.0% |
| 30D | +1.5% | -18.3% | +19.8% | +3.8% |
| 3M | +6.8% | -33.2% | +40.0% | +11.6% |
| 6M | -14.9% | -21.5% | +6.5% | -13.4% |
| YTD | -24.1% | -25.5% | +1.4% | -22.4% |
| 1Y | -25.4% | -38.0% | +12.6% | -22.5% |
| 3Y | +8.0% | -65.5% | +73.5% | +14.6% |
| 5Y | -37.3% | -90.6% | +53.3% | -27.9% |
| All | +37.4% | -36.7% | +74.1% | +28.1% |
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