+162.2%
ARM vs NIO
-68.5%
+230.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.1% | -3.0% | -10.0% | -12.4% |
| 7D | -27.1% | -3.6% | -23.5% | -26.4% |
| 30D | -44.9% | -8.0% | -36.9% | -43.7% |
| 3M | -39.3% | -31.2% | -8.1% | -33.9% |
| 6M | -20.2% | -45.8% | +25.6% | -8.5% |
| YTD | +52.5% | -37.3% | +89.8% | +67.0% |
| 1Y | +4.1% | -56.1% | +60.2% | +23.2% |
| 3Y | +211.7% | -61.1% | +272.8% | +257.7% |
| All | +162.2% | -68.5% | +230.7% | +217.5% |
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 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