+20.1%
COMP vs NIO
-54.1%
+74.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +3.4% | +4.3% | +7.2% |
| 7D | +9.5% | -0.6% | +10.1% | +9.6% |
| 30D | +8.1% | -3.5% | +11.6% | +8.6% |
| 3M | -16.3% | -30.7% | +14.3% | -12.4% |
| 6M | +42.2% | -45.6% | +87.8% | +53.6% |
| YTD | -5.0% | -35.3% | +30.3% | +3.3% |
| 1Y | +20.1% | -53.9% | +74.0% | +69.7% |
| All | +20.1% | -54.1% | +74.2% | +69.7% |
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 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