+97.4%
AR vs NIO
-93.2%
+190.5%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.9% | +5.0% | +0.5% |
| 7D | +7.4% | -14.5% | +21.8% | +8.9% |
| 30D | +5.8% | -15.0% | +20.7% | +7.2% |
| 3M | +5.2% | -35.6% | +40.8% | +9.5% |
| 6M | +5.4% | -55.7% | +61.1% | +13.5% |
| YTD | +12.4% | -43.1% | +55.6% | +17.1% |
| 1Y | +12.8% | -53.5% | +66.3% | +20.0% |
| 3Y | +47.2% | -59.8% | +107.0% | +52.3% |
| All | +97.4% | -93.2% | +190.5% | +126.6% |
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 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