+14.3%
A vs NIO
-93.2%
+107.5%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.9% | +5.5% | +1.1% |
| 7D | -0.5% | -14.5% | +14.0% | +1.3% |
| 30D | 0.0% | -15.0% | +14.9% | +1.8% |
| 3M | +16.7% | -35.6% | +52.3% | +22.5% |
| 6M | +54.8% | -55.7% | +110.5% | +68.8% |
| YTD | +28.8% | -43.1% | +71.9% | +35.3% |
| 1Y | +19.3% | -53.5% | +72.8% | +28.3% |
| 3Y | +65.5% | -59.8% | +125.4% | +71.9% |
| All | +14.3% | -93.2% | +107.5% | +34.6% |
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