-90.4%
NIO vs UUUU
+132.1%
-222.4%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.3% |
| 7D | -4.1% | +1.8% | -6.0% | -4.6% |
| 30D | -23.2% | +1.8% | -25.1% | -23.9% |
| 3M | -29.9% | +1.3% | -31.2% | -31.1% |
| 6M | -25.1% | -26.8% | +1.7% | -21.4% |
| YTD | -27.5% | +0.1% | -27.5% | -33.3% |
| 1Y | -41.1% | +11.2% | -52.3% | -50.8% |
| 3Y | -63.1% | +97.7% | -160.8% | -77.5% |
| 5Y | -90.4% | +127.3% | -217.7% | -94.7% |
| All | -90.4% | +132.1% | -222.4% | -94.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling