+101.7%
LOW vs NIO
-38.3%
+140.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -1.0% |
| 7D | -0.6% | -4.1% | +3.5% | -0.4% |
| 30D | -9.3% | -23.2% | +14.0% | -7.9% |
| 3M | -8.1% | -29.9% | +21.9% | -6.2% |
| 6M | -19.8% | -25.1% | +5.3% | -18.8% |
| YTD | -16.4% | -27.5% | +11.1% | -15.3% |
| 1Y | -24.7% | -41.1% | +16.4% | -23.0% |
| 3Y | -8.8% | -63.1% | +54.3% | -6.6% |
| 5Y | +7.8% | -90.4% | +98.2% | +15.1% |
| All | +101.7% | -38.3% | +140.0% | +87.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling