+37.8%
LIN vs NIO
-62.1%
+99.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.4% | -0.6% |
| 7D | +3.6% | -3.6% | +7.2% | +3.6% |
| 30D | +6.4% | -8.0% | +14.4% | +6.4% |
| 3M | +6.5% | -31.2% | +37.7% | +6.7% |
| 6M | +4.9% | -45.8% | +50.6% | +5.3% |
| YTD | +23.4% | -37.3% | +60.7% | +23.6% |
| 1Y | +26.3% | -56.1% | +82.4% | +27.5% |
| All | +37.8% | -62.1% | +99.9% | +37.0% |
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