+157.6%
B vs NIO
-90.7%
+248.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.7% | -2.1% |
| 7D | -1.6% | -13.0% | +11.4% | -0.6% |
| 30D | +9.4% | -18.3% | +27.7% | +11.0% |
| 3M | +5.0% | -33.2% | +38.2% | +8.1% |
| 6M | -3.5% | -21.5% | +17.9% | -2.0% |
| YTD | +4.5% | -25.5% | +29.9% | +6.3% |
| 1Y | +67.8% | -38.0% | +105.8% | +72.4% |
| 3Y | +196.7% | -65.5% | +262.2% | +205.5% |
| All | +157.6% | -90.7% | +248.3% | +157.1% |
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