+281.3%
P vs NIO
-90.7%
+372.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.6% | +2.9% | +1.6% |
| 7D | +6.5% | -13.0% | +19.6% | +8.8% |
| 30D | +18.8% | -18.3% | +37.1% | +22.4% |
| 3M | +26.7% | -33.2% | +60.0% | +34.7% |
| 6M | +62.2% | -21.5% | +83.7% | +67.3% |
| YTD | +48.5% | -25.5% | +74.0% | +54.1% |
| 1Y | +26.4% | -38.0% | +64.4% | +34.4% |
| 3Y | +159.4% | -65.5% | +224.9% | +184.5% |
| All | +281.3% | -90.7% | +372.0% | +364.4% |
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