+91.0%
ALLE vs NIO
-62.1%
+153.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.0% | +0.2% | -2.7% |
| 7D | 0.0% | -3.6% | +3.7% | +0.2% |
| 30D | +20.6% | -8.0% | +28.6% | +21.1% |
| 3M | +11.4% | -31.2% | +42.6% | +13.5% |
| 6M | +42.5% | -45.8% | +88.3% | +46.9% |
| YTD | +18.9% | -37.3% | +56.1% | +20.9% |
| 1Y | +14.2% | -56.1% | +70.3% | +18.8% |
| All | +91.0% | -62.1% | +153.1% | +95.8% |
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 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