+74.2%
OTIS vs NIO
+65.2%
+9.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.3% |
| 7D | -0.7% | -13.0% | +12.3% | +0.2% |
| 30D | -2.0% | -18.3% | +16.3% | -0.7% |
| 3M | +2.6% | -33.2% | +35.8% | +5.2% |
| 6M | -20.9% | -21.5% | +0.6% | -20.2% |
| YTD | -17.1% | -25.5% | +8.4% | -16.1% |
| 1Y | -15.9% | -38.0% | +22.1% | -14.1% |
| 3Y | -12.7% | -65.5% | +52.7% | -9.7% |
| 5Y | -15.7% | -90.6% | +74.9% | -9.4% |
| All | +74.2% | +65.2% | +9.0% | +53.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling