+206.6%
C vs NIO
-62.1%
+268.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.0% | -2.0% | -4.8% |
| 7D | -5.3% | -3.6% | -1.7% | -5.0% |
| 30D | -7.3% | -8.0% | +0.7% | -6.8% |
| 3M | -13.5% | -31.2% | +17.7% | -11.2% |
| 6M | -6.5% | -45.8% | +39.3% | -2.4% |
| YTD | +3.6% | -37.3% | +40.9% | +6.5% |
| 1Y | +18.9% | -56.1% | +75.0% | +25.2% |
| All | +206.6% | -62.1% | +268.7% | +211.8% |
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