+901.5%
LITE vs NIO
-90.7%
+992.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.6% | +5.6% | +4.3% |
| 7D | -1.5% | -13.0% | +11.5% | +1.4% |
| 30D | +6.7% | -18.3% | +24.9% | +11.2% |
| 3M | -6.8% | -33.2% | +26.5% | +1.4% |
| 6M | +29.4% | -21.5% | +50.9% | +36.2% |
| YTD | +139.1% | -25.5% | +164.6% | +153.4% |
| 1Y | +521.0% | -38.0% | +559.0% | +578.9% |
| 3Y | +1,535.3% | -65.5% | +1,600.7% | +1,746.6% |
| All | +901.5% | -90.7% | +992.2% | +1,124.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling