+24.6%
OMC vs NIO
-59.9%
+84.5%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.9% | -6.8% | -1.2% |
| 7D | +6.3% | +5.6% | +0.7% | +6.0% |
| 30D | +15.4% | -4.2% | +19.6% | +15.6% |
| 3M | +5.8% | -26.3% | +32.1% | +7.4% |
| 6M | +14.7% | -42.5% | +57.2% | +17.8% |
| YTD | +10.3% | -33.5% | +43.8% | +12.1% |
| 1Y | +23.2% | -52.7% | +75.9% | +27.8% |
| 3Y | +24.6% | -57.5% | +82.1% | +26.3% |
| All | +24.6% | -59.9% | +84.5% | +26.3% |
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