+163.0%
LITE vs NIO
-55.0%
+218.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.9% | +0.4% | -2.0% |
| 7D | +10.8% | -14.5% | +25.2% | +19.7% |
| 30D | -33.4% | -15.0% | -18.5% | -27.7% |
| 3M | -32.2% | -35.6% | +3.3% | -16.4% |
| 6M | -42.1% | -55.7% | +13.6% | -14.6% |
| YTD | +61.9% | -43.1% | +105.0% | +119.1% |
| 1Y | +163.0% | -53.5% | +216.5% | +374.5% |
| All | +163.0% | -55.0% | +218.0% | +374.5% |
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