+109.8%
AR vs NIO
-46.0%
+155.8%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.8% | +1.7% |
| 7D | +2.1% | -1.8% | +3.9% | +2.3% |
| 30D | +4.5% | -6.6% | +11.1% | +5.2% |
| 3M | +1.0% | -29.9% | +30.9% | +5.1% |
| 6M | +4.4% | -46.6% | +51.1% | +12.0% |
| YTD | +10.9% | -36.5% | +47.4% | +15.3% |
| 1Y | +8.6% | -51.1% | +59.7% | +16.5% |
| 3Y | +48.5% | -55.2% | +103.8% | +53.1% |
| 5Y | +95.7% | -92.3% | +188.1% | +135.5% |
| All | +109.8% | -46.0% | +155.8% | +75.4% |
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