+7.4%
O vs NIO
-93.2%
+100.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | -0.5% |
| 7D | -0.4% | -14.5% | +14.1% | +0.3% |
| 30D | +7.1% | -15.0% | +22.1% | +7.9% |
| 3M | -5.2% | -35.6% | +30.3% | -3.4% |
| 6M | -1.8% | -55.7% | +53.9% | +1.8% |
| YTD | +9.1% | -43.1% | +52.2% | +11.3% |
| 1Y | +9.7% | -53.5% | +63.2% | +13.0% |
| 3Y | +39.1% | -59.8% | +99.0% | +41.3% |
| All | +7.4% | -93.2% | +100.5% | +14.5% |
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