+256.3%
P vs NIO
-92.2%
+348.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.6% | +5.7% | +6.2% |
| 7D | -9.6% | +6.9% | -16.5% | -10.5% |
| 30D | -33.4% | -4.7% | -28.7% | -32.8% |
| 3M | +14.2% | -28.1% | +42.3% | +20.1% |
| 6M | +31.6% | -41.7% | +73.3% | +42.8% |
| YTD | +53.5% | -33.1% | +86.6% | +62.1% |
| 1Y | +14.2% | -50.3% | +64.5% | +25.9% |
| 3Y | +190.5% | -54.4% | +244.9% | +207.1% |
| 5Y | +256.3% | -91.6% | +348.0% | +324.2% |
| All | +256.3% | -92.2% | +348.5% | +324.2% |
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 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