-50.9%
NIO vs UUUU
+145.7%
-196.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.8% | -4.0% | -1.9% |
| 7D | -1.8% | -3.5% | +1.7% | -1.2% |
| 30D | -6.6% | -28.3% | +21.6% | +0.6% |
| 3M | -29.9% | -53.1% | +23.2% | -16.9% |
| 6M | -46.6% | -68.6% | +21.9% | -31.4% |
| YTD | -36.5% | -52.3% | +15.9% | -29.9% |
| 1Y | -51.1% | -55.8% | +4.7% | -45.5% |
| 3Y | -55.2% | -12.3% | -43.0% | -63.6% |
| 5Y | -92.3% | -36.9% | -55.4% | -93.6% |
| All | -50.9% | +145.7% | -196.7% | -74.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling