+1,172.1%
LITE vs NIO
-59.9%
+1,231.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +5.9% | -0.3% | +4.2% |
| 7D | -35.9% | +5.6% | -41.5% | -36.7% |
| 30D | -51.5% | -4.2% | -47.3% | -50.9% |
| 3M | -35.7% | -26.3% | -9.4% | -31.0% |
| 6M | -43.0% | -42.5% | -0.4% | -35.0% |
| YTD | +46.1% | -33.5% | +79.7% | +60.8% |
| 1Y | +124.7% | -52.7% | +177.4% | +163.0% |
| 3Y | +1,172.1% | -57.5% | +1,229.5% | +1,287.2% |
| All | +1,172.1% | -59.9% | +1,231.9% | +1,287.2% |
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 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