+45.2%
NU vs NIO
-89.4%
+134.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -1.5% |
| 7D | -2.6% | -4.1% | +1.5% | -1.5% |
| 30D | +8.2% | -23.2% | +31.5% | +15.6% |
| 3M | +26.3% | -29.9% | +56.2% | +37.8% |
| 6M | +2.2% | -25.1% | +27.4% | +7.9% |
| YTD | -10.4% | -27.5% | +17.1% | -5.2% |
| 1Y | -3.0% | -41.1% | +38.1% | +6.9% |
| 3Y | +120.3% | -63.1% | +183.4% | +151.1% |
| All | +45.2% | -89.4% | +134.6% | +160.8% |
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 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