-49.2%
NIO vs LTH
+83.5%
-132.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.6% |
| 7D | +6.9% | +7.0% | -0.1% | +6.6% |
| 30D | -4.7% | +15.4% | -20.2% | -5.2% |
| 3M | -28.1% | +7.0% | -35.1% | -28.1% |
| 6M | -41.7% | +46.9% | -88.6% | -43.4% |
| YTD | -33.1% | +76.4% | -109.5% | -37.8% |
| All | -49.2% | +83.5% | -132.6% | -52.8% |
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