+66.2%
CART vs NIO
-54.3%
+120.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.9% | -5.4% | +0.5% |
| 7D | +3.0% | +5.6% | -2.6% | +2.9% |
| 30D | +28.6% | -4.2% | +32.8% | +28.5% |
| 3M | +29.1% | -26.3% | +55.4% | +28.8% |
| 6M | +44.7% | -42.5% | +87.3% | +43.4% |
| YTD | +29.2% | -33.5% | +62.7% | +32.1% |
| 1Y | +66.2% | -52.7% | +118.8% | +67.2% |
| All | +66.2% | -54.3% | +120.4% | +67.2% |
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