+113.0%
ALL vs NIO
-56.9%
+169.9%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.8% | +6.7% | +2.8% |
| 7D | -0.1% | +2.8% | -3.0% | -0.1% |
| 30D | +13.8% | -8.4% | +22.2% | +13.6% |
| 3M | -2.8% | -32.0% | +29.2% | -3.4% |
| 6M | +23.7% | -43.9% | +67.6% | +22.5% |
| YTD | +27.3% | -35.7% | +63.0% | +26.3% |
| 1Y | +30.5% | -51.1% | +81.7% | +29.2% |
| 3Y | +113.0% | -54.7% | +167.7% | +112.6% |
| All | +113.0% | -56.9% | +169.9% | +112.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling