+21.7%
P vs NIO
-53.4%
+75.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.7% | +4.9% |
| 7D | -4.7% | -1.8% | -2.9% | -4.0% |
| 30D | -31.4% | -6.6% | -24.8% | -29.6% |
| 3M | -2.6% | -29.9% | +27.2% | +9.3% |
| 6M | +21.9% | -46.6% | +68.6% | +49.6% |
| YTD | +58.9% | -36.5% | +95.4% | +81.9% |
| 1Y | +21.7% | -51.1% | +72.9% | +84.2% |
| All | +21.7% | -53.4% | +75.1% | +84.2% |
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