+6.8%
NOW vs NIO
-90.7%
+97.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -2.8% |
| 7D | -2.4% | -13.0% | +10.7% | -0.5% |
| 30D | +20.5% | -18.3% | +38.8% | +23.8% |
| 3M | +18.3% | -33.2% | +51.6% | +24.8% |
| 6M | +24.1% | -21.5% | +45.6% | +26.9% |
| YTD | -7.8% | -25.5% | +17.7% | -5.4% |
| 1Y | -21.4% | -38.0% | +16.6% | -17.8% |
| 3Y | +19.5% | -65.5% | +85.0% | +30.7% |
| All | +6.8% | -90.7% | +97.5% | +41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling