-83.9%
OPEN vs NIO
-53.4%
-30.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.2% | +5.4% | +4.6% |
| 7D | -31.1% | -1.8% | -29.2% | -30.8% |
| 30D | -34.7% | -6.6% | -28.1% | -33.2% |
| 3M | -61.9% | -29.9% | -32.0% | -57.5% |
| 6M | -71.9% | -46.6% | -25.2% | -66.1% |
| YTD | -76.6% | -36.5% | -40.1% | -72.8% |
| 1Y | -83.9% | -51.1% | -32.8% | -73.3% |
| All | -83.9% | -53.4% | -30.5% | -73.3% |
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 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