+16.7%
JD vs NIO
-36.7%
+53.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.6% | +3.4% | +2.3% |
| 7D | -1.7% | -13.0% | +11.4% | +1.9% |
| 30D | -13.2% | -18.3% | +5.1% | -8.6% |
| 3M | -3.2% | -33.2% | +30.0% | +7.0% |
| 6M | +15.2% | -21.5% | +36.7% | +20.7% |
| YTD | +2.0% | -25.5% | +27.5% | +7.9% |
| 1Y | -5.4% | -38.0% | +32.6% | +4.1% |
| 3Y | -9.1% | -65.5% | +56.3% | +7.6% |
| 5Y | -59.6% | -90.6% | +31.0% | -42.5% |
| All | +16.7% | -36.7% | +53.4% | +26.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling