+130.7%
C vs NIO
-90.7%
+221.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | -0.1% |
| 7D | +3.6% | -13.0% | +16.7% | +5.1% |
| 30D | +0.1% | -18.3% | +18.3% | +2.2% |
| 3M | +2.4% | -33.2% | +35.6% | +6.7% |
| 6M | +24.9% | -21.5% | +46.4% | +27.2% |
| YTD | +19.8% | -25.5% | +45.3% | +22.4% |
| 1Y | +44.9% | -38.0% | +82.9% | +50.1% |
| 3Y | +263.0% | -65.5% | +328.4% | +284.9% |
| All | +130.7% | -90.7% | +221.4% | +174.7% |
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