-17.3%
META vs NIO
-37.4%
+20.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.2% |
| 7D | +6.7% | -13.0% | +19.7% | +8.9% |
| 30D | +4.8% | -18.3% | +23.0% | +7.8% |
| 3M | -1.6% | -33.2% | +31.6% | +4.5% |
| 6M | -7.5% | -21.5% | +14.0% | -5.0% |
| YTD | -6.4% | -25.5% | +19.1% | -3.6% |
| 1Y | -17.3% | -38.0% | +20.7% | -12.5% |
| All | -17.3% | -37.4% | +20.1% | -12.5% |
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