+24.6%
AR vs NIO
-59.9%
+84.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.9% | -6.8% | -1.4% |
| 7D | -14.3% | +5.6% | -19.9% | -14.7% |
| 30D | +1.4% | -4.2% | +5.7% | +1.7% |
| 3M | +3.4% | -26.3% | +29.7% | +6.1% |
| 6M | -2.1% | -42.5% | +40.5% | +2.7% |
| YTD | +4.7% | -33.5% | +38.2% | +7.3% |
| 1Y | +10.6% | -52.7% | +63.2% | +17.8% |
| 3Y | +24.6% | -57.5% | +82.1% | +30.6% |
| All | +24.6% | -59.9% | +84.5% | +30.6% |
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 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