-56.1%
NIO vs UUUU
+133.7%
-189.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.3% | -3.6% | -4.6% |
| 7D | -14.5% | -1.1% | -13.4% | -14.3% |
| 30D | -15.0% | -21.0% | +6.0% | -10.3% |
| 3M | -35.6% | -54.8% | +19.2% | -22.9% |
| 6M | -55.7% | -67.3% | +11.7% | -43.4% |
| YTD | -43.1% | -54.7% | +11.5% | -36.5% |
| 1Y | -53.5% | -57.4% | +3.9% | -47.7% |
| 3Y | -59.8% | -19.6% | -40.2% | -66.5% |
| 5Y | -93.2% | -40.0% | -53.2% | -94.3% |
| All | -56.1% | +133.7% | -189.7% | -76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling