+12.8%
AR vs NIO
-55.0%
+67.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.9% | +5.0% | -0.1% |
| 7D | +7.4% | -14.5% | +21.8% | +6.9% |
| 30D | +5.8% | -15.0% | +20.7% | +5.4% |
| 3M | +5.2% | -35.6% | +40.8% | +4.7% |
| 6M | +5.4% | -55.7% | +61.1% | +4.9% |
| YTD | +12.4% | -43.1% | +55.6% | +11.8% |
| 1Y | +12.8% | -53.5% | +66.3% | +18.6% |
| All | +12.8% | -55.0% | +67.8% | +18.6% |
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 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