+25.7%
C vs NIO
-55.0%
+80.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +4.9% | +0.3% |
| 7D | +4.2% | -14.5% | +18.6% | +5.4% |
| 30D | +2.0% | -15.0% | +16.9% | +3.2% |
| 3M | -10.1% | -35.6% | +25.4% | -7.2% |
| 6M | +1.0% | -55.7% | +56.6% | +7.7% |
| YTD | +8.5% | -43.1% | +51.6% | +11.3% |
| 1Y | +25.7% | -53.5% | +79.3% | +31.3% |
| All | +25.7% | -55.0% | +80.7% | +31.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling