+92.2%
NI vs NIO
-36.7%
+128.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +0.9% | -0.6% |
| 7D | +2.0% | -13.0% | +15.1% | +2.2% |
| 30D | -3.5% | -18.3% | +14.7% | -3.2% |
| 3M | -9.1% | -33.2% | +24.1% | -8.6% |
| 6M | -11.8% | -21.5% | +9.6% | -11.6% |
| YTD | +1.1% | -25.5% | +26.6% | +1.4% |
| 1Y | +6.7% | -38.0% | +44.7% | +7.3% |
| 3Y | +71.1% | -65.5% | +136.5% | +72.0% |
| 5Y | +94.3% | -90.6% | +184.9% | +95.7% |
| All | +92.2% | -36.7% | +128.8% | +81.2% |
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