+605.8%
AU vs NIO
-64.4%
+670.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +0.9% |
| 7D | +0.6% | -4.1% | +4.8% | +1.0% |
| 30D | +12.3% | -23.2% | +35.5% | +15.1% |
| 3M | +29.4% | -29.9% | +59.3% | +33.5% |
| 6M | +3.2% | -25.1% | +28.3% | +5.8% |
| YTD | +31.8% | -27.5% | +59.3% | +35.3% |
| 1Y | +83.4% | -41.1% | +124.5% | +90.8% |
| All | +605.8% | -64.4% | +670.2% | +665.7% |
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