+40.5%
ALL vs NIO
-54.1%
+94.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.4% | -0.6% | +3.1% |
| 7D | +7.5% | -0.6% | +8.1% | +7.5% |
| 30D | +19.7% | -3.5% | +23.2% | +19.5% |
| 3M | +2.9% | -30.7% | +33.6% | +0.7% |
| 6M | +23.5% | -45.6% | +69.2% | +19.9% |
| YTD | +31.1% | -35.3% | +66.4% | +27.3% |
| 1Y | +40.5% | -53.9% | +94.4% | +35.7% |
| All | +40.5% | -54.1% | +94.6% | +35.7% |
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