-30.0%
OPEN vs NIO
-59.9%
+29.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +5.9% | -27.7% | -24.2% |
| 7D | -22.2% | +5.6% | -27.8% | -24.4% |
| 30D | -38.3% | -4.2% | -34.1% | -37.4% |
| 3M | -59.4% | -26.3% | -33.1% | -54.1% |
| 6M | -74.4% | -42.5% | -31.8% | -68.2% |
| YTD | -76.0% | -33.5% | -42.5% | -72.8% |
| 1Y | -78.7% | -52.7% | -26.0% | -71.9% |
| 3Y | -30.0% | -57.5% | +27.5% | -2.8% |
| All | -30.0% | -59.9% | +29.9% | -2.8% |
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