-42.4%
NIO vs UUUU
+413.1%
-455.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.8% |
| 7D | -13.0% | -1.4% | -11.7% | -12.8% |
| 30D | -18.3% | +16.3% | -34.6% | -21.5% |
| 3M | -33.2% | -16.7% | -16.5% | -31.1% |
| 6M | -21.5% | -33.7% | +12.2% | -15.9% |
| YTD | -25.5% | -0.5% | -25.0% | -30.5% |
| 1Y | -38.0% | +28.9% | -66.9% | -48.6% |
| 3Y | -65.5% | +99.9% | -165.3% | -77.0% |
| 5Y | -90.6% | +135.3% | -225.9% | -94.2% |
| All | -42.4% | +413.1% | -455.5% | -74.8% |
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 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