-14.5%
AU vs NIO
-49.2%
+34.7%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -5.9% | +1.1% | -3.2% |
| 7D | -1.1% | -4.7% | +3.6% | +0.5% |
| 30D | -4.4% | -14.3% | +9.9% | -1.3% |
| 3M | -10.0% | -32.8% | +22.8% | -4.1% |
| 6M | -14.5% | -49.8% | +35.4% | -8.4% |
| All | -14.5% | -49.2% | +34.7% | -8.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling