+112.4%
C vs NIO
-92.2%
+204.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.4% |
| 7D | -0.9% | +6.9% | -7.8% | -1.6% |
| 30D | -5.4% | -4.7% | -0.7% | -5.0% |
| 3M | -9.2% | -28.1% | +18.9% | -6.1% |
| 6M | -1.8% | -41.7% | +39.9% | +3.5% |
| YTD | +6.7% | -33.1% | +39.8% | +10.2% |
| 1Y | +23.5% | -50.3% | +73.8% | +31.4% |
| 3Y | +219.8% | -54.4% | +274.1% | +227.2% |
| 5Y | +112.4% | -91.6% | +204.0% | +146.8% |
| All | +112.4% | -92.2% | +204.6% | +146.8% |
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