-32.8%
OPEN vs NIO
-55.4%
+22.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.2% | +5.4% | +4.7% |
| 7D | -31.1% | -1.8% | -29.2% | -30.9% |
| 30D | -34.7% | -6.6% | -28.1% | -32.9% |
| 3M | -61.9% | -29.9% | -32.0% | -56.0% |
| 6M | -71.9% | -46.6% | -25.2% | -64.0% |
| YTD | -76.6% | -36.5% | -40.1% | -72.9% |
| 1Y | -83.9% | -51.1% | -32.8% | -79.1% |
| All | -32.8% | -55.4% | +22.7% | -10.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling