+30.6%
D vs NIO
-36.7%
+67.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.1% | -0.4% |
| 7D | +1.5% | -13.0% | +14.5% | +1.6% |
| 30D | -2.6% | -18.3% | +15.7% | -2.5% |
| 3M | 0.0% | -33.2% | +33.2% | +0.3% |
| 6M | +7.4% | -21.5% | +28.8% | +7.5% |
| YTD | +15.9% | -25.5% | +41.4% | +16.0% |
| 1Y | +18.1% | -38.0% | +56.1% | +18.4% |
| 3Y | +58.4% | -65.5% | +123.8% | +58.5% |
| 5Y | +5.2% | -90.6% | +95.8% | +4.6% |
| All | +30.6% | -36.7% | +67.3% | +28.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling