+27.3%
LIN vs NIO
-54.1%
+81.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.4% | -0.9% | +2.7% |
| 7D | +3.3% | -0.6% | +3.9% | +3.2% |
| 30D | +8.8% | -3.5% | +12.3% | +8.6% |
| 3M | +8.6% | -30.7% | +39.3% | +6.5% |
| 6M | +7.0% | -45.6% | +52.6% | +4.0% |
| YTD | +24.3% | -35.3% | +59.6% | +23.1% |
| 1Y | +27.3% | -53.9% | +81.2% | +27.7% |
| All | +27.3% | -54.1% | +81.4% | +27.7% |
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