-87.0%
OPEN vs NIO
-50.1%
-36.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +5.9% | -27.7% | -24.6% |
| 7D | -22.2% | +5.6% | -27.8% | -24.7% |
| 30D | -38.3% | -4.2% | -34.1% | -37.3% |
| 3M | -59.4% | -26.3% | -33.1% | -53.3% |
| 6M | -74.4% | -42.5% | -31.8% | -67.2% |
| YTD | -76.0% | -33.5% | -42.5% | -72.3% |
| 1Y | -78.7% | -52.7% | -26.0% | -71.0% |
| 3Y | -30.0% | -57.5% | +27.5% | -12.8% |
| 5Y | -93.7% | -92.0% | -1.7% | -85.3% |
| All | -87.0% | -50.1% | -36.9% | -72.2% |
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