-92.2%
NIO vs LTH
+142.9%
-235.0%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.3% | +7.3% | +6.5% |
| 7D | +5.6% | +4.5% | +1.1% | +3.7% |
| 30D | -4.2% | +16.3% | -20.6% | -10.0% |
| 3M | -26.3% | +8.4% | -34.7% | -29.2% |
| 6M | -42.5% | +40.3% | -82.8% | -50.7% |
| YTD | -33.5% | +77.3% | -110.8% | -49.3% |
| 1Y | -52.7% | +88.0% | -140.6% | -64.9% |
| 3Y | -57.5% | +274.3% | -331.7% | -79.3% |
| All | -92.2% | +142.9% | -235.0% | -96.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling