+1,119.4%
NBIS vs NIO
-25.5%
+1,144.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.3% | +8.0% | +7.8% |
| 7D | +22.2% | -6.7% | +28.9% | +25.0% |
| 30D | +29.7% | -20.0% | +49.8% | +39.7% |
| 3M | +11.9% | -30.5% | +42.3% | +26.6% |
| 6M | +173.0% | -20.7% | +193.7% | +192.4% |
| YTD | +191.4% | -25.7% | +217.0% | +218.2% |
| 1Y | +280.7% | -38.6% | +319.3% | +337.8% |
| All | +1,119.4% | -25.5% | +1,144.9% | +1,193.7% |
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