+27.6%
LII vs NIO
-90.7%
+118.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.6% | +2.7% | +1.3% |
| 7D | -0.7% | -13.0% | +12.3% | +0.5% |
| 30D | -12.6% | -18.3% | +5.7% | -11.1% |
| 3M | -24.4% | -33.2% | +8.8% | -21.8% |
| 6M | -28.7% | -21.5% | -7.2% | -27.6% |
| YTD | -19.1% | -25.5% | +6.3% | -17.6% |
| 1Y | -29.7% | -38.0% | +8.3% | -27.5% |
| 3Y | +4.8% | -65.5% | +70.2% | +10.6% |
| All | +27.6% | -90.7% | +118.3% | +36.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling