-1.4%
LOW vs NIO
-54.1%
+52.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.4% | +4.1% | +7.4% |
| 7D | +15.6% | -0.6% | +16.2% | +15.6% |
| 30D | +28.6% | -3.5% | +32.1% | +28.6% |
| 3M | +5.8% | -30.7% | +36.5% | +5.8% |
| 6M | +3.8% | -45.6% | +49.5% | +4.2% |
| YTD | -2.8% | -35.3% | +32.5% | -3.5% |
| 1Y | -1.4% | -53.9% | +52.5% | -8.8% |
| All | -1.4% | -54.1% | +52.7% | -8.8% |
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