+153.9%
TRV vs NIO
-90.3%
+244.2%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -1.0% |
| 7D | +0.5% | -6.7% | +7.1% | +0.5% |
| 30D | -4.9% | -20.0% | +15.2% | -4.7% |
| 3M | +23.7% | -30.5% | +54.2% | +24.1% |
| 6M | +20.3% | -20.7% | +41.0% | +20.3% |
| YTD | +27.1% | -25.7% | +52.7% | +27.1% |
| 1Y | +35.3% | -38.6% | +73.9% | +35.6% |
| 3Y | +139.8% | -62.3% | +202.1% | +140.4% |
| 5Y | +153.9% | -90.1% | +243.9% | +162.0% |
| All | +153.9% | -90.3% | +244.2% | +162.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling