+378.7%
NUE vs NIO
-38.3%
+417.0%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +0.8% |
| 7D | -2.3% | -4.1% | +1.8% | -1.9% |
| 30D | -6.1% | -23.2% | +17.2% | -4.0% |
| 3M | +1.7% | -29.9% | +31.6% | +4.6% |
| 6M | +53.1% | -25.1% | +78.2% | +55.9% |
| YTD | +59.0% | -27.5% | +86.5% | +62.2% |
| 1Y | +85.3% | -41.1% | +126.4% | +91.7% |
| 3Y | +63.2% | -63.1% | +126.4% | +69.4% |
| 5Y | +146.8% | -90.4% | +237.2% | +171.4% |
| All | +378.7% | -38.3% | +417.0% | +340.2% |
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 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