+40.9%
O vs NIO
-55.4%
+96.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.1% |
| 7D | +0.6% | -1.8% | +2.4% | +0.6% |
| 30D | +9.4% | -6.6% | +16.1% | +9.6% |
| 3M | -2.4% | -29.9% | +27.5% | -1.6% |
| 6M | -1.9% | -46.6% | +44.8% | -0.5% |
| YTD | +10.5% | -36.5% | +46.9% | +11.3% |
| 1Y | +10.0% | -51.1% | +61.1% | +11.6% |
| All | +40.9% | -55.4% | +96.3% | +42.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling