+101.8%
LEN vs NIO
-43.2%
+145.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.6% | +2.6% | +3.1% |
| 7D | +0.6% | +6.9% | -6.3% | 0.0% |
| 30D | +19.4% | -4.7% | +24.2% | +19.9% |
| 3M | +4.5% | -28.1% | +32.6% | +7.5% |
| 6M | +4.9% | -41.7% | +46.6% | +9.7% |
| YTD | -8.9% | -33.1% | +24.2% | -6.5% |
| 1Y | -23.0% | -50.3% | +27.3% | -18.8% |
| 3Y | -16.7% | -54.4% | +37.6% | -15.0% |
| 5Y | -4.5% | -91.6% | +87.2% | +6.9% |
| All | +101.8% | -43.2% | +145.0% | +81.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling