+8.0%
IR vs NIO
-47.2%
+55.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.0% | +0.3% | -2.9% |
| 7D | +2.3% | -3.6% | +5.9% | +2.2% |
| 30D | +3.3% | -8.0% | +11.4% | +3.0% |
| 3M | -9.0% | -31.2% | +22.1% | -11.5% |
| 6M | +8.0% | -45.8% | +53.8% | +2.4% |
| All | +8.0% | -47.2% | +55.2% | +2.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling