+14.0%
D vs NIO
-92.6%
+106.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.0% | +2.9% | -0.1% |
| 7D | +6.9% | -3.6% | +10.6% | +7.0% |
| 30D | +12.3% | -8.0% | +20.4% | +12.5% |
| 3M | +3.0% | -31.2% | +34.2% | +3.9% |
| 6M | +12.8% | -45.8% | +58.6% | +14.4% |
| YTD | +22.6% | -37.3% | +59.8% | +23.6% |
| 1Y | +21.7% | -56.1% | +77.8% | +23.9% |
| 3Y | +83.9% | -61.1% | +145.0% | +85.3% |
| 5Y | +14.0% | -92.4% | +106.4% | +9.0% |
| All | +14.0% | -92.6% | +106.6% | +9.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling