+89.4%
DD vs NIO
-60.1%
+149.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.9% | +4.3% | 0.0% |
| 7D | +5.0% | -14.5% | +19.4% | +6.9% |
| 30D | +19.7% | -15.0% | +34.6% | +21.9% |
| 3M | +7.2% | -35.6% | +42.7% | +12.7% |
| 6M | +1.0% | -55.7% | +56.7% | +10.9% |
| YTD | +29.1% | -43.1% | +72.2% | +36.3% |
| 1Y | +28.5% | -53.5% | +82.0% | +39.1% |
| 3Y | +89.4% | -59.8% | +149.3% | +95.0% |
| All | +89.4% | -60.1% | +149.6% | +95.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling