+250.4%
P vs NIO
-36.7%
+287.1%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.6% | +2.9% | +1.6% |
| 7D | +6.5% | -13.0% | +19.6% | +8.4% |
| 30D | +18.8% | -18.3% | +37.1% | +21.7% |
| 3M | +26.7% | -33.2% | +60.0% | +33.1% |
| 6M | +62.2% | -21.5% | +83.7% | +66.2% |
| YTD | +48.5% | -25.5% | +74.0% | +53.0% |
| 1Y | +26.4% | -38.0% | +64.4% | +32.8% |
| 3Y | +159.4% | -65.5% | +224.9% | +178.1% |
| 5Y | +275.8% | -90.6% | +366.4% | +338.0% |
| All | +250.4% | -36.7% | +287.1% | +232.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling