+139.8%
TRV vs NIO
-62.3%
+202.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -1.0% |
| 7D | +0.5% | -6.7% | +7.1% | +0.4% |
| 30D | -4.9% | -20.0% | +15.2% | -5.0% |
| 3M | +23.7% | -30.5% | +54.2% | +23.6% |
| 6M | +20.3% | -20.7% | +41.0% | +20.0% |
| YTD | +27.1% | -25.7% | +52.7% | +26.7% |
| 1Y | +35.3% | -38.6% | +73.9% | +35.0% |
| 3Y | +139.8% | -62.3% | +202.1% | +139.3% |
| All | +139.8% | -62.3% | +202.1% | +139.3% |
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 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