+46.0%
F vs NIO
-64.6%
+110.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.0% | +1.6% |
| 7D | +5.3% | -13.0% | +18.4% | +6.8% |
| 30D | +4.6% | -18.3% | +22.9% | +6.7% |
| 3M | -3.7% | -33.2% | +29.6% | +0.3% |
| 6M | +16.8% | -21.5% | +38.3% | +19.0% |
| YTD | +15.3% | -25.5% | +40.8% | +17.9% |
| 1Y | +31.0% | -38.0% | +69.0% | +35.4% |
| All | +46.0% | -64.6% | +110.6% | +47.0% |
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