+238.6%
P vs NIO
-92.1%
+330.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.9% | -2.4% | +2.6% |
| 7D | -23.8% | +5.6% | -29.4% | -24.4% |
| 30D | -36.6% | -4.2% | -32.4% | -36.1% |
| 3M | +10.9% | -26.3% | +37.2% | +16.2% |
| 6M | +30.0% | -42.5% | +72.5% | +41.4% |
| YTD | +44.4% | -33.5% | +77.9% | +52.6% |
| 1Y | +3.9% | -52.7% | +56.6% | +15.4% |
| 3Y | +176.6% | -57.5% | +234.1% | +195.5% |
| All | +238.6% | -92.1% | +330.7% | +305.5% |
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 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