+146.5%
ASX vs NIO
-54.1%
+200.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.4% | -7.4% | -4.7% |
| 7D | -14.6% | -0.6% | -14.0% | -14.4% |
| 30D | -21.1% | -3.5% | -17.6% | -20.5% |
| 3M | -3.1% | -30.7% | +27.6% | +4.3% |
| 6M | +17.4% | -45.6% | +63.0% | +32.4% |
| YTD | +135.3% | -35.3% | +170.6% | +153.6% |
| 1Y | +146.5% | -53.9% | +200.4% | +199.3% |
| All | +146.5% | -54.1% | +200.6% | +199.3% |
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