+34.3%
ARM vs NIO
-53.2%
+87.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.9% | +4.1% | 0.0% |
| 7D | +19.8% | -4.7% | +24.5% | +21.5% |
| 30D | -21.8% | -14.3% | -7.4% | -18.1% |
| 3M | -26.5% | -32.8% | +6.3% | -18.3% |
| 6M | -3.9% | -49.8% | +45.9% | +15.4% |
| YTD | +82.8% | -40.2% | +123.0% | +98.3% |
| 1Y | +34.3% | -52.7% | +87.0% | +51.5% |
| All | +34.3% | -53.2% | +87.5% | +51.5% |
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