-28.1%
LII vs NIO
-52.9%
+24.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.4% | -0.2% |
| 7D | +0.4% | +2.8% | -2.4% | +0.2% |
| 30D | -2.4% | -8.4% | +6.0% | -1.9% |
| 3M | -17.5% | -32.0% | +14.5% | -15.6% |
| 6M | -32.8% | -43.9% | +11.1% | -30.1% |
| YTD | -27.7% | -35.7% | +8.0% | -25.1% |
| 1Y | -28.1% | -51.1% | +23.0% | -22.2% |
| All | -28.1% | -52.9% | +24.9% | -22.2% |
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 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