+25.2%
P vs NIO
-47.2%
+72.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -3.0% | -13.4% | -15.1% |
| 7D | -31.9% | -3.6% | -28.3% | -30.6% |
| 30D | -36.5% | -8.0% | -28.5% | -34.0% |
| 3M | +11.6% | -31.2% | +42.8% | +27.3% |
| 6M | +25.2% | -45.8% | +71.0% | +56.5% |
| All | +25.2% | -47.2% | +72.4% | +56.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling