+53.9%
F vs NIO
-90.7%
+144.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.0% | +1.7% |
| 7D | +5.3% | -13.0% | +18.4% | +7.7% |
| 30D | +4.6% | -18.3% | +22.9% | +8.0% |
| 3M | -3.7% | -33.2% | +29.6% | +2.7% |
| 6M | +16.8% | -21.5% | +38.3% | +20.1% |
| YTD | +15.3% | -25.5% | +40.8% | +19.2% |
| 1Y | +31.0% | -38.0% | +69.0% | +38.1% |
| 3Y | +45.4% | -65.5% | +110.9% | +60.1% |
| All | +53.9% | -90.7% | +144.6% | +112.3% |
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