-53.9%
NIO vs URA
-32.2%
-21.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.1% | +4.5% | +3.7% |
| 7D | -0.6% | -10.5% | +9.9% | +2.3% |
| 30D | -3.5% | -18.6% | +15.1% | +1.7% |
| 3M | -30.7% | -23.0% | -7.6% | -26.1% |
| 6M | -45.6% | -40.3% | -5.3% | -38.2% |
| YTD | -35.3% | -23.5% | -11.8% | -32.7% |
| 1Y | -53.9% | -31.1% | -22.8% | -51.3% |
| All | -53.9% | -32.2% | -21.8% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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