+144.5%
ASX vs NIO
-53.2%
+197.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.9% | +1.8% | -2.6% |
| 7D | +22.1% | -4.7% | +26.8% | +23.5% |
| 30D | -23.8% | -14.3% | -9.4% | -20.9% |
| 3M | -7.6% | -32.8% | +25.2% | +0.3% |
| 6M | +6.9% | -49.8% | +56.8% | +22.7% |
| YTD | +127.7% | -40.2% | +167.9% | +150.0% |
| 1Y | +144.5% | -52.7% | +197.2% | +179.7% |
| All | +144.5% | -53.2% | +197.8% | +179.7% |
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