+195.3%
B vs NIO
-56.4%
+251.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.6% | +4.2% |
| 7D | +11.3% | +6.9% | +4.4% | +10.5% |
| 30D | +2.9% | -4.7% | +7.7% | +3.4% |
| 3M | -2.9% | -28.1% | +25.2% | +0.3% |
| 6M | -1.2% | -41.7% | +40.5% | +4.0% |
| YTD | -1.3% | -33.1% | +31.8% | +2.2% |
| 1Y | +30.4% | -50.3% | +80.7% | +38.7% |
| 3Y | +195.3% | -54.4% | +249.6% | +210.7% |
| All | +195.3% | -56.4% | +251.7% | +210.7% |
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