-57.5%
NIO vs URA
+36.0%
-93.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.4% | +1.5% | +4.5% |
| 7D | +5.6% | -4.1% | +9.7% | +7.0% |
| 30D | -4.2% | -19.0% | +14.8% | +2.4% |
| 3M | -26.3% | -25.1% | -1.2% | -19.6% |
| 6M | -42.5% | -44.5% | +1.9% | -31.4% |
| YTD | -33.5% | -24.3% | -9.2% | -30.0% |
| 1Y | -52.7% | -28.1% | -24.5% | -49.4% |
| 3Y | -57.5% | +40.7% | -98.1% | -65.8% |
| All | -57.5% | +36.0% | -93.4% | -65.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling