+32.8%
NET vs NIO
-37.4%
+70.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -1.8% |
| 7D | -7.0% | -13.0% | +6.1% | -5.4% |
| 30D | -4.8% | -18.3% | +13.5% | -2.5% |
| 3M | +3.8% | -33.2% | +37.0% | +8.1% |
| 6M | +50.0% | -21.5% | +71.5% | +51.3% |
| YTD | +41.5% | -25.5% | +67.0% | +43.1% |
| 1Y | +32.8% | -38.0% | +70.8% | +46.4% |
| All | +32.8% | -37.4% | +70.2% | +46.4% |
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