+11.3%
O vs NIO
-54.1%
+65.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.4% | -0.5% | +3.0% |
| 7D | +5.8% | -0.6% | +6.4% | +5.8% |
| 30D | +10.7% | -3.5% | +14.2% | +10.6% |
| 3M | -4.5% | -30.7% | +26.2% | -4.7% |
| 6M | -4.1% | -45.6% | +41.5% | -3.9% |
| YTD | +9.8% | -35.3% | +45.1% | +9.3% |
| 1Y | +11.3% | -53.9% | +65.2% | +13.7% |
| All | +11.3% | -54.1% | +65.4% | +13.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling