+374.1%
NUE vs NIO
-40.3%
+414.5%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | -0.7% |
| 7D | -2.7% | -7.3% | +4.6% | -2.0% |
| 30D | -6.1% | -22.5% | +16.4% | -4.1% |
| 3M | +2.2% | -30.9% | +33.1% | +5.3% |
| 6M | +50.8% | -37.2% | +88.0% | +56.1% |
| YTD | +57.5% | -29.8% | +87.3% | +61.1% |
| 1Y | +82.5% | -37.4% | +119.9% | +87.8% |
| 3Y | +61.7% | -64.3% | +126.0% | +68.3% |
| 5Y | +145.1% | -90.6% | +235.7% | +170.2% |
| All | +374.1% | -40.3% | +414.5% | +337.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling