+294.1%
JPM vs NIO
-36.7%
+330.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.6% | -0.8% |
| 7D | +0.3% | -13.0% | +13.3% | +1.2% |
| 30D | -0.2% | -18.3% | +18.1% | +1.1% |
| 3M | +15.9% | -33.2% | +49.1% | +18.8% |
| 6M | +20.9% | -21.5% | +42.4% | +22.2% |
| YTD | +12.9% | -25.5% | +38.4% | +14.3% |
| 1Y | +20.3% | -38.0% | +58.3% | +22.9% |
| 3Y | +160.9% | -65.5% | +226.4% | +169.6% |
| 5Y | +154.8% | -90.6% | +245.4% | +175.9% |
| All | +294.1% | -36.7% | +330.8% | +254.5% |
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