+69.6%
OTIS vs NIO
+60.9%
+8.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.9% |
| 7D | -2.2% | -4.1% | +2.0% | -1.9% |
| 30D | -4.3% | -23.2% | +18.9% | -2.7% |
| 3M | -2.2% | -29.9% | +27.7% | 0.0% |
| 6M | -19.9% | -25.1% | +5.2% | -18.8% |
| YTD | -19.3% | -27.5% | +8.1% | -18.2% |
| 1Y | -19.6% | -41.1% | +21.5% | -17.6% |
| 3Y | -11.5% | -63.1% | +51.6% | -8.9% |
| 5Y | -16.8% | -90.4% | +73.6% | -10.5% |
| All | +69.6% | +60.9% | +8.7% | +49.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling