+98.1%
AR vs NIO
-43.5%
+141.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.9% | -6.8% | -1.5% |
| 7D | -14.3% | +5.6% | -19.9% | -14.9% |
| 30D | +1.4% | -4.2% | +5.7% | +1.8% |
| 3M | +3.4% | -26.3% | +29.7% | +7.0% |
| 6M | -2.1% | -42.5% | +40.5% | +4.1% |
| YTD | +4.7% | -33.5% | +38.2% | +8.3% |
| 1Y | +10.6% | -52.7% | +63.2% | +19.2% |
| 3Y | +24.6% | -57.5% | +82.1% | +29.4% |
| 5Y | +71.9% | -92.0% | +163.9% | +105.8% |
| All | +98.1% | -43.5% | +141.6% | +64.8% |
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 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