+65.9%
LII vs NIO
-43.5%
+109.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.9% | -7.9% | -2.3% |
| 7D | -0.6% | +5.6% | -6.2% | -1.0% |
| 30D | -4.6% | -4.2% | -0.4% | -4.4% |
| 3M | -21.2% | -26.3% | +5.1% | -19.8% |
| 6M | -36.4% | -42.5% | +6.1% | -34.4% |
| YTD | -28.9% | -33.5% | +4.6% | -27.5% |
| 1Y | -29.5% | -52.7% | +23.1% | -26.6% |
| 3Y | -8.6% | -57.5% | +48.9% | -6.8% |
| 5Y | +20.2% | -92.0% | +112.2% | +29.6% |
| All | +65.9% | -43.5% | +109.4% | +56.8% |
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