+284.1%
META vs NIO
-36.7%
+320.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.2% |
| 7D | +6.7% | -13.0% | +19.7% | +8.4% |
| 30D | +4.8% | -18.3% | +23.0% | +7.2% |
| 3M | -1.6% | -33.2% | +31.6% | +3.0% |
| 6M | -7.5% | -21.5% | +14.0% | -5.5% |
| YTD | -6.4% | -25.5% | +19.1% | -4.0% |
| 1Y | -17.3% | -38.0% | +20.7% | -13.8% |
| 3Y | +109.9% | -65.5% | +175.4% | +123.2% |
| 5Y | +65.4% | -90.6% | +155.9% | +90.6% |
| All | +284.1% | -36.7% | +320.7% | +270.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling