-53.9%
NIO vs LTH
+84.0%
-137.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +6.3% | -2.9% | +3.2% |
| 7D | -0.6% | +9.9% | -10.5% | -0.9% |
| 30D | -3.5% | +18.3% | -21.8% | -3.9% |
| 3M | -30.7% | +5.9% | -36.6% | -30.6% |
| 6M | -45.6% | +80.3% | -126.0% | -48.2% |
| YTD | -35.3% | +78.3% | -113.6% | -39.2% |
| 1Y | -53.9% | +81.0% | -134.9% | -56.9% |
| All | -53.9% | +84.0% | -137.9% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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