+146.2%
NUE vs NIO
-93.2%
+239.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.9% | +1.5% | -2.9% |
| 7D | +2.8% | -14.5% | +17.2% | +4.6% |
| 30D | -2.1% | -15.0% | +12.9% | -0.3% |
| 3M | -7.3% | -35.6% | +28.2% | -2.6% |
| 6M | +8.9% | -55.7% | +64.5% | +19.3% |
| YTD | +55.6% | -43.1% | +98.7% | +64.3% |
| 1Y | +74.7% | -53.5% | +128.2% | +88.7% |
| 3Y | +71.7% | -59.8% | +131.5% | +79.2% |
| All | +146.2% | -93.2% | +239.4% | +198.4% |
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 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