-3.0%
NU vs NIO
-38.9%
+36.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -1.9% |
| 7D | -2.6% | -4.1% | +1.5% | -2.1% |
| 30D | +8.2% | -23.2% | +31.5% | +11.5% |
| 3M | +26.3% | -29.9% | +56.2% | +31.3% |
| 6M | +2.2% | -25.1% | +27.4% | +5.0% |
| YTD | -10.4% | -27.5% | +17.1% | -8.0% |
| 1Y | -3.0% | -41.1% | +38.1% | +3.8% |
| All | -3.0% | -38.9% | +36.0% | +3.8% |
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