-53.5%
NIO vs URA
-29.3%
-24.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.6% | -3.3% | -4.5% |
| 7D | -14.5% | -1.5% | -12.9% | -14.0% |
| 30D | -15.0% | -10.4% | -4.5% | -12.4% |
| 3M | -35.6% | -29.6% | -5.9% | -29.6% |
| 6M | -55.7% | -40.3% | -15.4% | -49.4% |
| YTD | -43.1% | -25.5% | -17.7% | -40.6% |
| 1Y | -53.5% | -26.4% | -27.1% | -51.6% |
| All | -53.5% | -29.3% | -24.2% | -51.6% |
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