+243.8%
LIN vs NIO
-36.7%
+280.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.9% |
| 7D | -2.1% | -13.0% | +10.9% | -1.5% |
| 30D | -2.4% | -18.3% | +15.9% | -1.5% |
| 3M | -5.6% | -33.2% | +27.6% | -3.9% |
| 6M | -3.4% | -21.5% | +18.1% | -2.7% |
| YTD | +13.1% | -25.5% | +38.6% | +14.0% |
| 1Y | +2.5% | -38.0% | +40.5% | +4.0% |
| 3Y | +27.6% | -65.5% | +93.1% | +30.5% |
| 5Y | +63.0% | -90.6% | +153.6% | +71.8% |
| All | +243.8% | -36.7% | +280.5% | +228.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling