+124.7%
LITE vs NIO
-54.3%
+179.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +5.9% | -0.3% | +2.7% |
| 7D | -35.9% | +5.6% | -41.5% | -37.5% |
| 30D | -51.5% | -4.2% | -47.3% | -50.2% |
| 3M | -35.7% | -26.3% | -9.4% | -26.0% |
| 6M | -43.0% | -42.5% | -0.4% | -25.3% |
| YTD | +46.1% | -33.5% | +79.7% | +82.6% |
| 1Y | +124.7% | -52.7% | +177.4% | +379.2% |
| All | +124.7% | -54.3% | +179.0% | +379.2% |
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