+24.9%
TXG vs NIO
-62.6%
+87.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.5% |
| 7D | +1.8% | -13.0% | +14.8% | +5.2% |
| 30D | +32.0% | -18.3% | +50.3% | +38.7% |
| 3M | +87.0% | -33.2% | +120.2% | +105.6% |
| 6M | +180.1% | -21.5% | +201.6% | +191.2% |
| YTD | +284.1% | -25.5% | +309.6% | +301.4% |
| 1Y | +361.7% | -38.0% | +399.7% | +400.5% |
| All | +24.9% | -62.6% | +87.5% | +39.8% |
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 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