-38.7%
NOW vs NIO
-54.1%
+15.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.4% | -3.8% | -0.4% |
| 7D | -27.5% | -0.6% | -26.9% | -27.5% |
| 30D | -20.0% | -3.5% | -16.5% | -20.0% |
| 3M | -7.9% | -30.7% | +22.8% | -7.7% |
| 6M | +18.3% | -45.6% | +63.9% | +16.4% |
| YTD | -29.0% | -35.3% | +6.3% | -25.6% |
| 1Y | -38.7% | -53.9% | +15.2% | -35.6% |
| All | -38.7% | -54.1% | +15.4% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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