+243.1%
TRV vs NIO
-36.7%
+279.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.2% | -1.3% |
| 7D | -0.1% | -13.0% | +12.9% | +0.2% |
| 30D | -3.4% | -18.3% | +14.9% | -3.0% |
| 3M | +26.4% | -33.2% | +59.6% | +27.6% |
| 6M | +19.3% | -21.5% | +40.8% | +19.7% |
| YTD | +28.3% | -25.5% | +53.8% | +28.9% |
| 1Y | +34.3% | -38.0% | +72.3% | +35.3% |
| 3Y | +140.1% | -65.5% | +205.6% | +143.1% |
| 5Y | +155.7% | -90.6% | +246.3% | +165.5% |
| All | +243.1% | -36.7% | +279.7% | +206.0% |
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 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