-19.6%
OTIS vs NIO
-38.9%
+19.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -1.2% |
| 7D | -2.2% | -4.1% | +2.0% | -2.3% |
| 30D | -4.3% | -23.2% | +18.9% | -5.2% |
| 3M | -2.2% | -29.9% | +27.7% | -3.3% |
| 6M | -19.9% | -25.1% | +5.2% | -20.4% |
| YTD | -19.3% | -27.5% | +8.1% | -19.7% |
| 1Y | -19.6% | -41.1% | +21.5% | -19.6% |
| All | -19.6% | -38.9% | +19.4% | -19.6% |
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 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