+125.0%
TSCO vs NIO
-36.7%
+161.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.2% |
| 7D | +0.8% | -13.0% | +13.8% | +1.5% |
| 30D | +5.5% | -18.3% | +23.7% | +6.5% |
| 3M | +20.0% | -33.2% | +53.2% | +22.3% |
| 6M | -29.8% | -21.5% | -8.3% | -29.2% |
| YTD | -28.7% | -25.5% | -3.2% | -27.9% |
| 1Y | -40.9% | -38.0% | -2.9% | -39.9% |
| 3Y | -15.9% | -65.5% | +49.5% | -13.8% |
| 5Y | -3.5% | -90.6% | +87.1% | +2.5% |
| All | +125.0% | -36.7% | +161.6% | +109.8% |
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