-84.0%
OPEN vs NIO
-90.7%
+6.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +1.5% |
| 7D | -4.3% | -13.0% | +8.8% | +3.2% |
| 30D | -16.2% | -18.3% | +2.1% | -6.6% |
| 3M | -36.4% | -33.2% | -3.1% | -21.2% |
| 6M | -35.5% | -21.5% | -14.0% | -29.6% |
| YTD | -46.0% | -25.5% | -20.5% | -40.2% |
| 1Y | -47.1% | -38.0% | -9.1% | -35.6% |
| 3Y | -19.0% | -65.5% | +46.4% | +18.3% |
| All | -84.0% | -90.7% | +6.7% | -52.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling