+105.9%
C vs NIO
-92.1%
+198.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.9% | -5.4% | -0.1% |
| 7D | -2.4% | +5.6% | -8.0% | -3.0% |
| 30D | -6.0% | -4.2% | -1.7% | -5.6% |
| 3M | -10.5% | -26.3% | +15.8% | -7.8% |
| 6M | -5.7% | -42.5% | +36.8% | -0.5% |
| YTD | +4.1% | -33.5% | +37.7% | +7.6% |
| 1Y | +20.5% | -52.7% | +73.1% | +28.9% |
| 3Y | +208.1% | -57.5% | +265.6% | +218.1% |
| All | +105.9% | -92.1% | +198.0% | +141.8% |
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 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