+116.2%
B vs NIO
-92.1%
+208.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.5% |
| 7D | -2.7% | -1.8% | -0.8% | -2.5% |
| 30D | -4.3% | -6.6% | +2.3% | -3.8% |
| 3M | -2.3% | -29.9% | +27.6% | +0.4% |
| 6M | -16.2% | -46.6% | +30.4% | -12.3% |
| YTD | -8.8% | -36.5% | +27.6% | -6.0% |
| 1Y | +11.4% | -51.1% | +62.5% | +16.9% |
| 3Y | +174.3% | -55.2% | +229.5% | +180.4% |
| 5Y | +116.2% | -92.3% | +208.5% | +121.6% |
| All | +116.2% | -92.1% | +208.2% | +121.6% |
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