+10.3%
ARM vs NIO
-54.3%
+64.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.9% | -1.2% | +3.0% |
| 7D | -15.2% | +5.6% | -20.8% | -16.5% |
| 30D | -40.7% | -4.2% | -36.4% | -39.9% |
| 3M | -39.1% | -26.3% | -12.8% | -34.1% |
| 6M | -26.4% | -42.5% | +16.1% | -14.7% |
| YTD | +59.7% | -33.5% | +93.3% | +68.7% |
| 1Y | +10.3% | -52.7% | +63.0% | +28.7% |
| All | +10.3% | -54.3% | +64.6% | +28.7% |
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