+59.2%
O vs NIO
-36.8%
+96.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | -0.6% | -6.7% | +6.1% | -0.3% |
| 30D | -2.0% | -20.0% | +18.1% | -1.1% |
| 3M | +3.0% | -30.5% | +33.5% | +4.5% |
| 6M | -3.6% | -20.7% | +17.1% | -3.1% |
| YTD | +12.1% | -25.7% | +37.7% | +13.0% |
| 1Y | +8.9% | -38.6% | +47.5% | +10.5% |
| 3Y | +30.3% | -62.3% | +92.6% | +32.5% |
| 5Y | +13.7% | -90.1% | +103.8% | +19.1% |
| All | +59.2% | -36.8% | +96.0% | +43.1% |
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