-37.4%
NIO vs UUUU
+4.2%
-41.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.3% | +3.1% | -2.6% |
| 7D | -7.3% | -5.0% | -2.2% | -6.8% |
| 30D | -22.5% | -7.8% | -14.7% | -22.0% |
| 3M | -30.9% | -0.4% | -30.4% | -31.1% |
| 6M | -37.2% | -32.9% | -4.3% | -36.0% |
| YTD | -29.8% | -6.3% | -23.5% | -30.1% |
| 1Y | -37.4% | +7.9% | -45.3% | -36.0% |
| All | -37.4% | +4.2% | -41.6% | -36.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling