-18.7%
LEN vs NIO
-59.9%
+41.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.9% | -9.0% | -3.6% |
| 7D | +2.1% | +5.6% | -3.5% | +1.6% |
| 30D | +16.6% | -4.2% | +20.8% | +16.9% |
| 3M | +5.3% | -26.3% | +31.6% | +7.6% |
| 6M | -0.8% | -42.5% | +41.8% | +3.1% |
| YTD | -11.7% | -33.5% | +21.8% | -9.7% |
| 1Y | -24.6% | -52.7% | +28.1% | -20.6% |
| 3Y | -18.7% | -57.5% | +38.8% | -17.5% |
| All | -18.7% | -59.9% | +41.2% | -17.5% |
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 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