+35.9%
LDOS vs NIO
-62.1%
+98.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.1% | +0.1% |
| 7D | -3.7% | -3.6% | -0.1% | -3.7% |
| 30D | +16.4% | -8.0% | +24.4% | +16.5% |
| 3M | +7.4% | -31.2% | +38.6% | +8.0% |
| 6M | -0.3% | -45.8% | +45.4% | +0.4% |
| YTD | -24.0% | -37.3% | +13.2% | -23.7% |
| 1Y | -29.6% | -56.1% | +26.5% | -28.6% |
| All | +35.9% | -62.1% | +98.1% | +36.7% |
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