-16.1%
OTIS vs NIO
-90.3%
+74.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.4% | -1.6% |
| 7D | -0.8% | -6.7% | +5.9% | -0.3% |
| 30D | -4.7% | -20.0% | +15.3% | -3.2% |
| 3M | +1.2% | -30.5% | +31.7% | +3.8% |
| 6M | -20.5% | -20.7% | +0.2% | -19.8% |
| YTD | -18.4% | -25.7% | +7.2% | -17.4% |
| 1Y | -18.1% | -38.6% | +20.5% | -16.1% |
| 3Y | -10.6% | -62.3% | +51.7% | -7.4% |
| 5Y | -16.1% | -90.1% | +74.0% | -11.0% |
| All | -16.1% | -90.3% | +74.2% | -11.0% |
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