+384.6%
NUE vs NIO
-36.7%
+421.2%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.0% | -0.4% |
| 7D | +4.2% | -13.0% | +17.3% | +5.4% |
| 30D | -5.0% | -18.3% | +13.3% | -3.4% |
| 3M | -0.2% | -33.2% | +33.0% | +3.1% |
| 6M | +49.1% | -21.5% | +70.6% | +51.3% |
| YTD | +61.0% | -25.5% | +86.5% | +63.8% |
| 1Y | +82.5% | -38.0% | +120.5% | +87.9% |
| 3Y | +57.9% | -65.5% | +123.4% | +64.8% |
| 5Y | +146.6% | -90.6% | +237.2% | +171.3% |
| All | +384.6% | -36.7% | +421.2% | +344.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling