+107.9%
ASX vs NIO
-54.3%
+162.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +5.9% | +0.5% | +5.0% |
| 7D | -19.9% | +5.6% | -25.5% | -20.8% |
| 30D | -30.9% | -4.2% | -26.6% | -30.2% |
| 3M | -15.1% | -26.3% | +11.2% | -9.9% |
| 6M | -6.5% | -42.5% | +36.1% | +4.3% |
| YTD | +98.4% | -33.5% | +132.0% | +112.6% |
| 1Y | +107.9% | -52.7% | +160.5% | +133.7% |
| All | +107.9% | -54.3% | +162.1% | +133.7% |
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