+18.0%
Q vs NIO
-54.1%
+72.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.4% | -3.5% | -0.8% |
| 7D | -3.3% | -0.6% | -2.7% | -3.1% |
| 30D | -9.7% | -3.5% | -6.2% | -9.1% |
| 3M | -16.1% | -30.7% | +14.6% | -10.1% |
| 6M | -15.7% | -45.6% | +29.9% | -5.3% |
| YTD | +45.7% | -35.3% | +81.0% | +54.8% |
| 1Y | +18.0% | -53.9% | +71.9% | +31.3% |
| All | +18.0% | -54.1% | +72.1% | +31.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling