+386.3%
NUE vs NIO
-46.0%
+432.3%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +2.0% |
| 7D | -2.4% | -1.8% | -0.6% | -2.3% |
| 30D | +3.8% | -6.6% | +10.4% | +4.4% |
| 3M | -3.7% | -29.9% | +26.2% | -0.8% |
| 6M | +13.2% | -46.6% | +59.8% | +19.0% |
| YTD | +61.6% | -36.5% | +98.0% | +66.5% |
| 1Y | +83.6% | -51.1% | +134.7% | +93.3% |
| 3Y | +78.6% | -55.2% | +133.9% | +82.7% |
| 5Y | +148.0% | -92.3% | +240.3% | +177.3% |
| All | +386.3% | -46.0% | +432.3% | +351.9% |
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