+49.1%
LLY vs NIO
-52.9%
+102.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.8% | +5.3% | +1.6% |
| 7D | +1.6% | +2.8% | -1.2% | +1.5% |
| 30D | +21.5% | -8.4% | +29.8% | +21.8% |
| 3M | +16.4% | -32.0% | +48.4% | +17.8% |
| 6M | +51.5% | -43.9% | +95.4% | +54.3% |
| YTD | +33.9% | -35.7% | +69.6% | +37.8% |
| 1Y | +49.1% | -51.1% | +100.2% | +50.1% |
| All | +49.1% | -52.9% | +102.0% | +50.1% |
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