+147.2%
AR vs NIO
-90.7%
+237.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.8% | -0.5% |
| 7D | +2.5% | -13.0% | +15.5% | +3.9% |
| 30D | +14.8% | -18.3% | +33.1% | +17.1% |
| 3M | +6.2% | -33.2% | +39.4% | +10.5% |
| 6M | +4.3% | -21.5% | +25.8% | +5.7% |
| YTD | +14.4% | -25.5% | +39.9% | +16.4% |
| 1Y | +21.3% | -38.0% | +59.3% | +25.5% |
| 3Y | +39.8% | -65.5% | +105.3% | +47.5% |
| All | +147.2% | -90.7% | +237.9% | +207.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling