-51.1%
NIO vs LTH
+85.5%
-136.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.1% | -4.9% | -3.8% |
| 7D | +2.8% | +6.4% | -3.6% | +2.5% |
| 30D | -8.4% | +16.7% | -25.1% | -8.9% |
| 3M | -32.0% | +11.7% | -43.6% | -32.2% |
| 6M | -43.9% | +48.5% | -92.4% | -45.6% |
| YTD | -35.7% | +78.4% | -114.1% | -40.2% |
| 1Y | -51.1% | +89.7% | -140.8% | -54.6% |
| All | -51.1% | +85.5% | -136.6% | -54.6% |
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