+325.3%
ASX vs NIO
-59.9%
+385.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +5.9% | +0.5% | +5.6% |
| 7D | -19.9% | +5.6% | -25.5% | -20.5% |
| 30D | -30.9% | -4.2% | -26.6% | -30.4% |
| 3M | -15.1% | -26.3% | +11.2% | -11.5% |
| 6M | -6.5% | -42.5% | +36.1% | +0.6% |
| YTD | +98.4% | -33.5% | +132.0% | +108.1% |
| 1Y | +107.9% | -52.7% | +160.5% | +126.9% |
| 3Y | +325.3% | -57.5% | +382.7% | +358.8% |
| All | +325.3% | -59.9% | +385.2% | +358.8% |
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