+16.4%
B vs NIO
-52.9%
+69.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.8% | -2.3% | -5.5% |
| 7D | +7.1% | +2.8% | +4.3% | +6.7% |
| 30D | -3.3% | -8.4% | +5.0% | -2.2% |
| 3M | -2.5% | -32.0% | +29.4% | +2.2% |
| 6M | -7.2% | -43.9% | +36.7% | 0.0% |
| YTD | -7.4% | -35.7% | +28.3% | +0.7% |
| 1Y | +16.4% | -51.1% | +67.6% | +41.9% |
| All | +16.4% | -52.9% | +69.4% | +41.9% |
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