-71.4%
OPEN vs NIO
-54.1%
-17.3%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +3.4% | +10.3% | +12.6% |
| 7D | +3.7% | -0.6% | +4.3% | +4.0% |
| 30D | -14.3% | -3.5% | -10.8% | -13.1% |
| 3M | -51.9% | -30.7% | -21.3% | -46.4% |
| 6M | -61.4% | -45.6% | -15.8% | -54.2% |
| YTD | -66.0% | -35.3% | -30.7% | -60.8% |
| 1Y | -71.4% | -53.9% | -17.5% | -44.0% |
| All | -71.4% | -54.1% | -17.3% | -44.0% |
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