-64.8%
NIO vs URA
+114.7%
-179.6%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.3% | -1.8% |
| 7D | -13.0% | +1.1% | -14.1% | -13.4% |
| 30D | -18.3% | +7.4% | -25.7% | -20.3% |
| 3M | -33.2% | -8.4% | -24.8% | -31.7% |
| 6M | -21.5% | -12.7% | -8.8% | -19.1% |
| YTD | -25.5% | +7.8% | -33.3% | -29.7% |
| 1Y | -38.0% | +19.5% | -57.5% | -45.0% |
| All | -64.8% | +114.7% | -179.6% | -76.9% |
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