-7.2%
JD vs NIO
-52.8%
+45.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.8% | +3.6% | +0.6% |
| 7D | +5.2% | +2.8% | +2.4% | +4.5% |
| 30D | +4.5% | -8.4% | +12.9% | +6.4% |
| 3M | -15.4% | -32.0% | +16.5% | -8.4% |
| 6M | -6.0% | -43.9% | +37.9% | +5.8% |
| YTD | +2.2% | -35.7% | +37.8% | +11.3% |
| All | -7.2% | -52.8% | +45.6% | +5.2% |
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