+68.3%
AU vs NIO
-37.6%
+105.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.2% | -1.0% | -3.8% |
| 7D | -7.0% | -7.3% | +0.3% | -5.9% |
| 30D | +7.3% | -22.5% | +29.8% | +11.3% |
| 3M | +33.2% | -30.9% | +64.1% | +40.0% |
| 6M | -0.6% | -37.2% | +36.6% | +5.9% |
| YTD | +26.2% | -29.8% | +56.0% | +33.7% |
| 1Y | +68.3% | -37.4% | +105.7% | +97.5% |
| All | +68.3% | -37.6% | +105.9% | +97.5% |
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