+19.3%
NU vs NIO
-90.7%
+110.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.2% | +3.2% | +2.3% |
| 7D | +2.8% | -1.8% | +4.6% | +3.2% |
| 30D | -23.0% | -6.6% | -16.4% | -21.7% |
| 3M | -9.7% | -29.9% | +20.1% | -1.4% |
| 6M | -8.7% | -46.6% | +37.9% | +6.1% |
| YTD | -26.4% | -36.5% | +10.1% | -19.5% |
| 1Y | -24.8% | -51.1% | +26.3% | -12.1% |
| 3Y | +44.6% | -55.2% | +99.8% | +52.5% |
| All | +19.3% | -90.7% | +110.0% | +121.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling