+173.5%
A vs NIO
-43.5%
+217.0%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.9% | -4.2% | +1.2% |
| 7D | -0.1% | +5.6% | -5.7% | -0.5% |
| 30D | +3.4% | -4.2% | +7.6% | +3.7% |
| 3M | +23.8% | -26.3% | +50.1% | +26.8% |
| 6M | +49.0% | -42.5% | +91.5% | +55.3% |
| YTD | +29.4% | -33.5% | +62.9% | +32.5% |
| 1Y | +19.4% | -52.7% | +72.0% | +25.7% |
| 3Y | +66.2% | -57.5% | +123.7% | +70.3% |
| 5Y | +15.8% | -92.0% | +107.8% | +27.9% |
| All | +173.5% | -43.5% | +217.0% | +161.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling