-25.6%
LII vs NIO
-50.3%
+24.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +0.9% |
| 7D | -2.3% | -1.8% | -0.5% | -2.2% |
| 30D | -1.7% | -6.6% | +4.9% | -1.3% |
| 3M | -18.3% | -29.9% | +11.6% | -16.6% |
| 6M | -32.3% | -46.6% | +14.3% | -29.3% |
| YTD | -27.1% | -36.5% | +9.4% | -24.5% |
| All | -25.6% | -50.3% | +24.7% | -19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling