+17.8%
JD vs NIO
-59.9%
+77.6%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.9% | -4.3% | -0.3% |
| 7D | +13.4% | +5.6% | +7.7% | +11.2% |
| 30D | +7.7% | -4.2% | +11.9% | +9.0% |
| 3M | -11.3% | -26.3% | +15.0% | -2.2% |
| 6M | -5.1% | -42.5% | +37.4% | +12.8% |
| YTD | +5.0% | -33.5% | +38.6% | +16.6% |
| 1Y | -5.6% | -52.7% | +47.0% | +17.6% |
| 3Y | +17.8% | -57.5% | +75.2% | +40.9% |
| All | +17.8% | -59.9% | +77.6% | +40.9% |
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