+1.7%
LOW vs NIO
-52.9%
+54.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.8% | +3.7% | 0.0% |
| 7D | +8.7% | +2.8% | +5.8% | +8.6% |
| 30D | +25.5% | -8.4% | +33.8% | +25.5% |
| 3M | +6.6% | -32.0% | +38.6% | +6.7% |
| 6M | +2.4% | -43.9% | +46.4% | +2.8% |
| YTD | -1.7% | -35.7% | +33.9% | -2.4% |
| 1Y | +1.7% | -51.1% | +52.8% | -3.2% |
| All | +1.7% | -52.9% | +54.6% | -3.2% |
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