+15.2%
D vs NIO
-92.1%
+107.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.9% | -7.4% | -1.6% |
| 7D | +3.0% | +5.6% | -2.6% | +2.8% |
| 30D | +11.5% | -4.2% | +15.7% | +11.6% |
| 3M | +3.7% | -26.3% | +30.0% | +4.5% |
| 6M | +13.5% | -42.5% | +56.1% | +15.0% |
| YTD | +20.7% | -33.5% | +54.3% | +21.6% |
| 1Y | +18.2% | -52.7% | +70.9% | +20.2% |
| 3Y | +73.3% | -57.5% | +130.8% | +74.2% |
| All | +15.2% | -92.1% | +107.2% | +11.6% |
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 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