-24.7%
LDOS vs NIO
-37.4%
+12.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.5% |
| 7D | -5.4% | -13.0% | +7.6% | -5.7% |
| 30D | +4.9% | -18.3% | +23.2% | +4.5% |
| 3M | +7.2% | -33.2% | +40.4% | +6.3% |
| 6M | -24.2% | -21.5% | -2.8% | -24.4% |
| YTD | -25.8% | -25.5% | -0.3% | -26.0% |
| 1Y | -24.7% | -38.0% | +13.3% | -23.4% |
| All | -24.7% | -37.4% | +12.7% | -23.4% |
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 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