+18.9%
COMP vs NIO
-37.4%
+56.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.7% |
| 7D | +1.4% | -13.0% | +14.4% | +3.1% |
| 30D | -13.3% | -18.3% | +5.0% | -11.2% |
| 3M | +41.1% | -33.2% | +74.3% | +48.2% |
| 6M | +17.2% | -21.5% | +38.7% | +22.2% |
| YTD | +5.2% | -25.5% | +30.7% | +10.0% |
| 1Y | +18.9% | -38.0% | +56.9% | +21.7% |
| All | +18.9% | -37.4% | +56.3% | +21.7% |
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