-55.1%
NIO vs UUUU
-12.8%
-42.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.8% | -4.0% | -1.6% |
| 7D | -1.8% | -3.5% | +1.7% | -1.4% |
| 30D | -6.6% | -28.3% | +21.6% | -2.2% |
| 3M | -29.9% | -53.1% | +23.2% | -22.0% |
| 6M | -46.6% | -68.6% | +21.9% | -37.7% |
| YTD | -36.5% | -52.3% | +15.9% | -32.5% |
| 1Y | -51.1% | -55.8% | +4.7% | -47.7% |
| All | -55.1% | -12.8% | -42.3% | -62.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling