+6.4%
NI vs NIO
-53.4%
+59.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.6% |
| 7D | +0.6% | -1.8% | +2.4% | +0.6% |
| 30D | +11.2% | -6.6% | +17.9% | +11.3% |
| 3M | +9.2% | -29.9% | +39.0% | +9.7% |
| 6M | -1.8% | -46.6% | +44.8% | 0.0% |
| YTD | +12.0% | -36.5% | +48.5% | +12.3% |
| 1Y | +6.4% | -51.1% | +57.6% | +12.9% |
| All | +6.4% | -53.4% | +59.8% | +12.9% |
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 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