-21.9%
AS vs NIO
-37.4%
+15.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.6% | +5.1% | +3.8% |
| 7D | -4.9% | -13.0% | +8.1% | -3.0% |
| 30D | -19.6% | -18.3% | -1.3% | -17.2% |
| 3M | -14.4% | -33.2% | +18.8% | -9.8% |
| 6M | -20.1% | -21.5% | +1.4% | -18.1% |
| YTD | -20.9% | -25.5% | +4.6% | -18.5% |
| 1Y | -21.9% | -38.0% | +16.2% | -16.6% |
| All | -21.9% | -37.4% | +15.5% | -16.6% |
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 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