+1,031.9%
NBIS vs NIO
-25.3%
+1,057.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.6% | +9.0% | +8.0% |
| 7D | +8.2% | -13.0% | +21.3% | +13.5% |
| 30D | +3.4% | -18.3% | +21.7% | +10.5% |
| 3M | -12.8% | -33.2% | +20.4% | +0.2% |
| 6M | +131.5% | -21.5% | +153.0% | +148.8% |
| YTD | +170.5% | -25.5% | +196.0% | +195.2% |
| 1Y | +248.8% | -38.0% | +286.8% | +299.7% |
| All | +1,031.9% | -25.3% | +1,057.3% | +1,099.9% |
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