+30.8%
DD vs NIO
-51.1%
+81.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.6% | +5.3% | +5.8% |
| 7D | +9.8% | +6.9% | +2.9% | +9.3% |
| 30D | +19.3% | -4.7% | +24.1% | +19.7% |
| 3M | +9.4% | -28.1% | +37.4% | +11.7% |
| 6M | +4.8% | -41.7% | +46.5% | +8.9% |
| YTD | +30.2% | -33.1% | +63.4% | +34.2% |
| All | +30.8% | -51.1% | +81.8% | +42.9% |
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