+18.9%
NET vs NIO
-44.5%
+63.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.4% | -6.0% | -3.5% |
| 7D | -16.4% | -0.6% | -15.8% | -16.1% |
| 30D | -25.8% | -3.5% | -22.3% | -25.0% |
| 3M | -11.5% | -30.7% | +19.1% | -2.7% |
| 6M | +18.9% | -45.6% | +64.6% | +33.6% |
| All | +18.9% | -44.5% | +63.5% | +33.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling