+1,381.0%
NET vs NIO
+2.5%
+1,378.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.4% | -6.0% | -3.4% |
| 7D | -16.4% | -0.6% | -15.8% | -16.2% |
| 30D | -25.8% | -3.5% | -22.3% | -25.2% |
| 3M | -11.5% | -30.7% | +19.1% | -3.7% |
| 6M | +18.9% | -45.6% | +64.6% | +36.2% |
| YTD | +35.2% | -35.3% | +70.5% | +46.0% |
| 1Y | +14.5% | -53.9% | +68.4% | +33.6% |
| 3Y | +313.8% | -59.9% | +373.7% | +349.7% |
| 5Y | +32.6% | -92.3% | +124.9% | +93.5% |
| All | +1,381.0% | +2.5% | +1,378.5% | +1,560.4% |
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 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