+11.2%
AR vs NIO
-52.9%
+64.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -3.2% | +7.5% | +4.2% |
| 7D | -5.8% | +2.8% | -8.6% | -5.7% |
| 30D | +4.8% | -8.4% | +13.2% | +4.8% |
| 3M | +1.5% | -32.0% | +33.5% | +1.3% |
| 6M | +4.7% | -43.9% | +48.6% | +4.6% |
| YTD | +9.2% | -35.7% | +44.9% | +9.0% |
| 1Y | +11.2% | -51.1% | +62.3% | +22.9% |
| All | +11.2% | -52.9% | +64.1% | +22.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling