-1.0%
LOW vs NIO
-53.2%
+52.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.9% | +4.1% | -1.7% |
| 7D | +0.1% | -4.7% | +4.8% | +0.2% |
| 30D | +21.3% | -14.3% | +35.6% | +21.5% |
| 3M | +6.0% | -32.8% | +38.8% | +6.2% |
| 6M | +2.6% | -49.8% | +52.4% | +3.3% |
| YTD | -3.6% | -40.2% | +36.6% | -4.1% |
| 1Y | -1.0% | -52.7% | +51.8% | -4.4% |
| All | -1.0% | -53.2% | +52.3% | -4.4% |
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