+97.3%
AUR vs NIO
-63.5%
+160.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +2.9% | +2.8% |
| 7D | +19.2% | -6.7% | +25.9% | +21.7% |
| 30D | -7.8% | -20.0% | +12.3% | -0.8% |
| 3M | +4.0% | -30.5% | +34.5% | +16.8% |
| 6M | +45.0% | -20.7% | +65.7% | +54.2% |
| YTD | +69.5% | -25.7% | +95.2% | +83.1% |
| 1Y | +13.0% | -38.6% | +51.6% | +28.1% |
| All | +97.3% | -63.5% | +160.8% | +178.0% |
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