+18.4%
A vs NIO
-37.4%
+55.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.1% | +0.6% |
| 7D | -1.9% | -13.0% | +11.1% | -1.5% |
| 30D | +6.9% | -18.3% | +25.2% | +7.6% |
| 3M | +9.2% | -33.2% | +42.5% | +10.4% |
| 6M | +25.7% | -21.5% | +47.2% | +25.2% |
| YTD | +11.5% | -25.5% | +37.0% | +11.7% |
| 1Y | +18.4% | -38.0% | +56.4% | +21.1% |
| All | +18.4% | -37.4% | +55.8% | +21.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling