+249.7%
TRV vs NIO
-38.5%
+288.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.1% | -1.0% | +2.0% |
| 7D | +1.9% | -2.9% | +4.8% | +2.0% |
| 30D | +1.7% | -18.7% | +20.4% | +2.2% |
| 3M | +23.9% | -29.4% | +53.3% | +24.9% |
| 6M | +26.3% | -32.5% | +58.8% | +27.2% |
| YTD | +30.8% | -27.6% | +58.5% | +31.5% |
| 1Y | +36.3% | -39.2% | +75.5% | +37.4% |
| 3Y | +145.0% | -64.3% | +209.3% | +147.7% |
| 5Y | +163.9% | -90.3% | +254.2% | +173.6% |
| All | +249.7% | -38.5% | +288.2% | +212.2% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling