-49.2%
OPEN vs NIO
-37.4%
-11.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.3% | -2.4% |
| 7D | +1.0% | -6.7% | +7.6% | +4.2% |
| 30D | -11.9% | -20.0% | +8.1% | -2.2% |
| 3M | -28.8% | -30.5% | +1.7% | -15.8% |
| 6M | -38.6% | -20.7% | -17.9% | -35.6% |
| YTD | -47.3% | -25.7% | -21.7% | -42.7% |
| 1Y | -49.2% | -38.6% | -10.6% | -41.4% |
| All | -49.2% | -37.4% | -11.8% | -41.4% |
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