+275.8%
TRV vs NIO
-51.7%
+327.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +4.9% | +0.1% |
| 7D | +2.0% | -14.5% | +16.5% | +2.4% |
| 30D | +6.7% | -15.0% | +21.7% | +7.1% |
| 3M | +9.4% | -35.6% | +44.9% | +10.4% |
| 6M | +37.7% | -55.7% | +93.4% | +40.3% |
| YTD | +40.6% | -43.1% | +83.7% | +42.0% |
| 1Y | +42.4% | -53.5% | +96.0% | +44.6% |
| 3Y | +148.1% | -59.8% | +208.0% | +149.7% |
| 5Y | +181.7% | -93.2% | +274.9% | +195.1% |
| All | +275.8% | -51.7% | +327.5% | +237.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling