+22.8%
LOW vs NIO
-59.9%
+82.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.9% | -7.1% | -1.4% |
| 7D | +7.4% | +5.6% | +1.8% | +7.1% |
| 30D | +24.5% | -4.2% | +28.7% | +24.7% |
| 3M | +3.5% | -26.3% | +29.8% | +4.7% |
| 6M | -2.6% | -42.5% | +40.0% | -0.4% |
| YTD | -4.8% | -33.5% | +28.7% | -3.7% |
| 1Y | -0.8% | -52.7% | +51.8% | +2.0% |
| 3Y | +22.8% | -57.5% | +80.3% | +25.4% |
| All | +22.8% | -59.9% | +82.7% | +25.4% |
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 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