+14.7%
D vs NIO
-53.2%
+67.9%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.9% | +5.1% | -0.9% |
| 7D | -3.1% | -4.7% | +1.6% | -3.1% |
| 30D | +8.4% | -14.3% | +22.7% | +8.1% |
| 3M | +0.2% | -32.8% | +33.0% | -0.2% |
| 6M | +9.5% | -49.8% | +59.3% | +9.1% |
| YTD | +18.8% | -40.2% | +59.0% | +18.2% |
| 1Y | +14.7% | -52.7% | +67.4% | +17.6% |
| All | +14.7% | -53.2% | +67.9% | +17.6% |
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 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