+36.3%
BABA vs NIO
-59.9%
+96.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.9% | -4.7% | -0.5% |
| 7D | +11.6% | +5.6% | +6.0% | +9.7% |
| 30D | +2.3% | -4.2% | +6.5% | +3.5% |
| 3M | -13.7% | -26.3% | +12.6% | -5.7% |
| 6M | -21.9% | -42.5% | +20.6% | -8.6% |
| YTD | -24.6% | -33.5% | +8.9% | -16.7% |
| 1Y | -34.1% | -52.7% | +18.6% | -19.6% |
| 3Y | +36.3% | -57.5% | +93.7% | +56.0% |
| All | +36.3% | -59.9% | +96.1% | +56.0% |
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