+107.3%
META vs NIO
-64.6%
+171.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.1% |
| 7D | +6.7% | -13.0% | +19.7% | +8.0% |
| 30D | +4.8% | -18.3% | +23.0% | +6.6% |
| 3M | -1.6% | -33.2% | +31.6% | +1.8% |
| 6M | -7.5% | -21.5% | +14.0% | -5.8% |
| YTD | -6.4% | -25.5% | +19.1% | -4.5% |
| 1Y | -17.3% | -38.0% | +20.7% | -14.7% |
| All | +107.3% | -64.6% | +171.9% | +110.6% |
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