+146.2%
NUE vs NIO
-90.3%
+236.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.8% |
| 7D | +1.8% | -6.7% | +8.4% | +2.6% |
| 30D | -6.0% | -20.0% | +14.1% | -3.4% |
| 3M | +1.4% | -30.5% | +31.9% | +5.9% |
| 6M | +52.8% | -20.7% | +73.5% | +55.8% |
| YTD | +58.1% | -25.7% | +83.8% | +62.1% |
| 1Y | +80.4% | -38.6% | +119.0% | +88.3% |
| 3Y | +62.3% | -62.3% | +124.5% | +72.1% |
| 5Y | +146.2% | -90.1% | +236.3% | +210.7% |
| All | +146.2% | -90.3% | +236.5% | +210.7% |
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