-78.7%
OPEN vs NIO
-54.3%
-24.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +5.9% | -27.7% | -23.5% |
| 7D | -22.2% | +5.6% | -27.8% | -23.7% |
| 30D | -38.3% | -4.2% | -34.1% | -37.5% |
| 3M | -59.4% | -26.3% | -33.1% | -55.8% |
| 6M | -74.4% | -42.5% | -31.8% | -70.3% |
| YTD | -76.0% | -33.5% | -42.5% | -72.6% |
| 1Y | -78.7% | -52.7% | -26.0% | -61.0% |
| All | -78.7% | -54.3% | -24.4% | -61.0% |
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