+99.1%
NDAQ vs NIO
-64.6%
+163.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.8% |
| 7D | -2.4% | -13.0% | +10.6% | -2.0% |
| 30D | +2.5% | -18.3% | +20.7% | +3.2% |
| 3M | +9.9% | -33.2% | +43.1% | +11.5% |
| 6M | +9.4% | -21.5% | +30.9% | +10.2% |
| YTD | +0.4% | -25.5% | +25.9% | +1.3% |
| 1Y | +4.0% | -38.0% | +42.0% | +5.4% |
| All | +99.1% | -64.6% | +163.7% | +103.7% |
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