-5.5%
AS vs NIO
-44.5%
+39.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.4% | +1.7% | +4.6% |
| 7D | +13.8% | -0.6% | +14.4% | +13.8% |
| 30D | +16.7% | -3.5% | +20.2% | +17.1% |
| 3M | -11.5% | -30.7% | +19.2% | -9.3% |
| 6M | -5.5% | -45.6% | +40.1% | -5.0% |
| All | -5.5% | -44.5% | +39.0% | -5.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling