+51.9%
DOW vs NIO
-54.1%
+106.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.4% | -6.7% | -3.1% |
| 7D | -4.2% | -0.6% | -3.6% | -4.2% |
| 30D | +14.7% | -3.5% | +18.2% | +14.6% |
| 3M | +9.1% | -30.7% | +39.7% | +8.6% |
| 6M | -17.7% | -45.6% | +28.0% | -18.0% |
| YTD | +44.6% | -35.3% | +79.9% | +46.4% |
| 1Y | +51.9% | -53.9% | +105.8% | +74.2% |
| All | +51.9% | -54.1% | +106.0% | +74.2% |
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