-49.5%
NIO vs URA
-32.0%
-17.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.4% | +1.5% | +4.7% |
| 7D | +5.6% | -4.1% | +9.7% | +6.8% |
| 30D | -4.2% | -19.0% | +14.8% | +1.2% |
| 3M | -26.3% | -25.1% | -1.2% | -20.8% |
| 6M | -42.5% | -44.5% | +1.9% | -33.2% |
| YTD | -33.5% | -24.3% | -9.2% | -31.1% |
| All | -49.5% | -32.0% | -17.5% | -46.3% |
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