+43.5%
F vs NIO
-59.9%
+103.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.9% | -6.7% | -1.3% |
| 7D | +1.6% | +5.6% | -4.1% | +1.0% |
| 30D | +2.6% | -4.2% | +6.9% | +3.0% |
| 3M | -8.8% | -26.3% | +17.5% | -6.0% |
| 6M | +4.6% | -42.5% | +47.2% | +10.3% |
| YTD | -1.9% | -33.5% | +31.6% | +1.4% |
| 1Y | -0.8% | -52.7% | +51.9% | +5.8% |
| 3Y | +43.5% | -57.5% | +100.9% | +48.8% |
| All | +43.5% | -59.9% | +103.4% | +48.8% |
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