+164.7%
B vs NIO
-62.1%
+226.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.0% | +3.6% | +0.8% |
| 7D | +4.3% | -3.6% | +7.9% | +4.7% |
| 30D | -0.9% | -8.0% | +7.1% | -0.1% |
| 3M | -1.4% | -31.2% | +29.8% | +2.3% |
| 6M | +5.0% | -45.8% | +50.8% | +11.3% |
| YTD | -5.8% | -37.3% | +31.4% | -1.8% |
| 1Y | +25.6% | -56.1% | +81.7% | +35.2% |
| All | +164.7% | -62.1% | +226.8% | +178.3% |
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