+51.3%
NBIS vs NIO
-53.4%
+104.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.2% | +16.7% | +16.0% |
| 7D | +9.3% | -1.8% | +11.1% | +10.6% |
| 30D | -26.4% | -6.6% | -19.7% | -23.4% |
| 3M | -19.9% | -29.9% | +9.9% | -6.0% |
| 6M | -16.9% | -46.6% | +29.7% | +10.6% |
| YTD | +84.8% | -36.5% | +121.3% | +121.9% |
| 1Y | +51.3% | -51.1% | +102.5% | +109.6% |
| All | +51.3% | -53.4% | +104.7% | +109.6% |
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 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