+49.6%
LNT vs NIO
-62.3%
+111.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | +1.0% | -6.7% | +7.7% | +1.2% |
| 30D | -1.1% | -20.0% | +18.9% | -0.6% |
| 3M | -3.6% | -30.5% | +26.9% | -2.8% |
| 6M | -2.7% | -20.7% | +18.1% | -2.4% |
| YTD | +8.0% | -25.7% | +33.7% | +8.4% |
| 1Y | +10.5% | -38.6% | +49.0% | +11.2% |
| 3Y | +49.6% | -62.3% | +111.8% | +52.1% |
| All | +49.6% | -62.3% | +111.9% | +52.1% |
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 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