+17.1%
D vs NIO
-52.9%
+70.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.8% | +4.0% | +0.1% |
| 7D | +2.4% | +2.8% | -0.4% | +2.4% |
| 30D | +10.9% | -8.4% | +19.3% | +10.8% |
| 3M | +2.8% | -32.0% | +34.8% | +2.4% |
| 6M | +12.7% | -43.9% | +56.6% | +12.2% |
| YTD | +20.3% | -35.7% | +56.0% | +19.8% |
| 1Y | +17.1% | -51.1% | +68.2% | +20.8% |
| All | +17.1% | -52.9% | +70.1% | +20.8% |
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 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