+26.7%
Q vs NIO
-46.3%
+73.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.2% | +2.0% |
| 7D | +0.2% | -13.0% | +13.3% | +2.9% |
| 30D | -11.1% | -18.3% | +7.2% | -7.8% |
| 3M | -22.1% | -33.2% | +11.1% | -16.0% |
| 6M | +0.5% | -21.5% | +22.0% | +2.9% |
| YTD | +47.8% | -25.5% | +73.3% | +52.9% |
| All | +26.7% | -46.3% | +73.1% | +43.6% |
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 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