+121.5%
TXN vs NIO
-56.9%
+178.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.8% | +5.4% | +2.0% |
| 7D | -3.8% | +2.8% | -6.7% | -4.1% |
| 30D | +6.4% | -8.4% | +14.8% | +7.2% |
| 3M | +7.7% | -32.0% | +39.6% | +11.3% |
| 6M | +5.5% | -43.9% | +49.4% | +10.6% |
| YTD | +77.0% | -35.7% | +112.7% | +82.3% |
| 1Y | +91.2% | -51.1% | +142.3% | +102.1% |
| 3Y | +121.5% | -54.7% | +176.2% | +124.8% |
| All | +121.5% | -56.9% | +178.4% | +124.8% |
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