+299.6%
ASX vs NIO
-62.1%
+361.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.0% | -17.7% | -20.3% |
| 7D | -33.3% | -3.6% | -29.7% | -32.8% |
| 30D | -36.5% | -8.0% | -28.4% | -35.6% |
| 3M | -19.2% | -31.2% | +12.0% | -15.0% |
| 6M | -10.2% | -45.8% | +35.5% | -2.7% |
| YTD | +86.5% | -37.3% | +123.7% | +97.2% |
| 1Y | +89.6% | -56.1% | +145.7% | +109.2% |
| All | +299.6% | -62.1% | +361.7% | +334.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling