+61.7%
DD vs NIO
-92.1%
+153.7%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.9% | -4.8% | +0.3% |
| 7D | +4.6% | +5.6% | -1.0% | +3.9% |
| 30D | +11.8% | -4.2% | +16.0% | +12.3% |
| 3M | +2.2% | -26.3% | +28.5% | +6.0% |
| 6M | -1.6% | -42.5% | +40.9% | +5.0% |
| YTD | +23.0% | -33.5% | +56.5% | +27.8% |
| 1Y | +26.9% | -52.7% | +79.6% | +37.8% |
| 3Y | +77.9% | -57.5% | +135.3% | +84.9% |
| All | +61.7% | -92.1% | +153.7% | +85.9% |
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 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