+48.8%
NU vs NIO
-89.1%
+137.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -1.6% |
| 7D | +7.5% | -13.0% | +20.5% | +11.2% |
| 30D | +6.1% | -18.3% | +24.4% | +11.5% |
| 3M | +26.8% | -33.2% | +60.0% | +40.0% |
| 6M | +2.5% | -21.5% | +24.0% | +6.8% |
| YTD | -8.2% | -25.5% | +17.3% | -3.5% |
| 1Y | +3.4% | -38.0% | +41.4% | +12.4% |
| 3Y | +116.2% | -65.5% | +181.6% | +153.8% |
| All | +48.8% | -89.1% | +137.9% | +165.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling