-57.0%
AUR vs NIO
-93.2%
+36.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.9% | +1.7% | -1.1% |
| 7D | -4.5% | -14.5% | +9.9% | +2.1% |
| 30D | -16.6% | -15.0% | -1.7% | -10.5% |
| 3M | -38.5% | -35.6% | -2.9% | -25.8% |
| 6M | -49.9% | -55.7% | +5.8% | -29.5% |
| YTD | +9.6% | -43.1% | +52.8% | +34.8% |
| 1Y | +1.2% | -53.5% | +54.7% | +34.9% |
| 3Y | +128.8% | -59.8% | +188.6% | +176.8% |
| All | -57.0% | -93.2% | +36.2% | +20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling