+213.9%
ALL vs NIO
-43.5%
+257.4%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.9% | -10.4% | -4.6% |
| 7D | -1.9% | +5.6% | -7.6% | -2.1% |
| 30D | +13.8% | -4.2% | +18.0% | +13.9% |
| 3M | -7.0% | -26.3% | +19.3% | -6.4% |
| 6M | +18.0% | -42.5% | +60.6% | +19.4% |
| YTD | +24.2% | -33.5% | +57.7% | +25.0% |
| 1Y | +31.2% | -52.7% | +83.8% | +33.1% |
| 3Y | +107.5% | -57.5% | +165.0% | +108.8% |
| 5Y | +144.8% | -92.0% | +236.8% | +154.0% |
| All | +213.9% | -43.5% | +257.4% | +183.4% |
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