-7.8%
LII vs NIO
-60.1%
+52.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.9% | +6.0% | +1.4% |
| 7D | +2.9% | -14.5% | +17.4% | +3.8% |
| 30D | +0.9% | -15.0% | +15.9% | +1.8% |
| 3M | -15.5% | -35.6% | +20.0% | -13.6% |
| 6M | -30.2% | -55.7% | +25.5% | -27.1% |
| YTD | -26.8% | -43.1% | +16.3% | -24.9% |
| 1Y | -25.3% | -53.5% | +28.2% | -22.5% |
| 3Y | -7.8% | -59.8% | +52.1% | -6.1% |
| All | -7.8% | -60.1% | +52.4% | -6.1% |
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