+232.7%
LITE vs NIO
-54.1%
+286.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.4% | -11.3% | -9.5% |
| 7D | -31.4% | -0.6% | -30.8% | -31.2% |
| 30D | -42.6% | -3.5% | -39.1% | -41.3% |
| 3M | -26.2% | -30.7% | +4.5% | -12.2% |
| 6M | -35.8% | -45.6% | +9.8% | -13.2% |
| YTD | +70.0% | -35.3% | +105.3% | +116.6% |
| 1Y | +232.7% | -53.9% | +286.7% | +828.5% |
| All | +232.7% | -54.1% | +286.8% | +828.5% |
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