+366.4%
TTMI vs NIO
-92.1%
+458.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +5.9% | +1.0% | +5.9% |
| 7D | -19.8% | +5.6% | -25.4% | -20.5% |
| 30D | -48.1% | -4.2% | -43.9% | -47.6% |
| 3M | -51.2% | -26.3% | -24.9% | -48.8% |
| 6M | -59.6% | -42.5% | -17.1% | -56.1% |
| YTD | -3.6% | -33.5% | +29.9% | +1.9% |
| 1Y | -2.3% | -52.7% | +50.3% | +8.4% |
| 3Y | +369.4% | -57.5% | +426.8% | +401.0% |
| All | +366.4% | -92.1% | +458.5% | +435.4% |
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