+69.6%
LII vs NIO
-43.2%
+112.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +2.2% |
| 7D | -1.2% | +6.9% | -8.1% | -1.6% |
| 30D | -2.0% | -4.7% | +2.8% | -1.7% |
| 3M | -20.2% | -28.1% | +7.8% | -18.6% |
| 6M | -32.5% | -41.7% | +9.2% | -30.4% |
| YTD | -27.4% | -33.1% | +5.8% | -26.0% |
| 1Y | -28.2% | -50.3% | +22.1% | -25.4% |
| 3Y | -7.2% | -54.4% | +47.1% | -5.9% |
| 5Y | +19.9% | -91.6% | +111.5% | +29.0% |
| All | +69.6% | -43.2% | +112.7% | +60.2% |
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