+3.9%
P vs NIO
-54.3%
+58.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.9% | -2.4% | +1.4% |
| 7D | -23.8% | +5.6% | -29.4% | -25.2% |
| 30D | -36.6% | -4.2% | -32.4% | -35.6% |
| 3M | +10.9% | -26.3% | +37.2% | +22.2% |
| 6M | +30.0% | -42.5% | +72.5% | +55.8% |
| YTD | +44.4% | -33.5% | +77.9% | +62.7% |
| 1Y | +3.9% | -52.7% | +56.6% | +65.7% |
| All | +3.9% | -54.3% | +58.2% | +65.7% |
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