+25.7%
Q vs NIO
-54.3%
+79.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +5.9% | +0.4% | +5.0% |
| 7D | +0.3% | +5.6% | -5.3% | -0.8% |
| 30D | -9.8% | -4.2% | -5.6% | -9.1% |
| 3M | -12.2% | -26.3% | +14.1% | -7.2% |
| 6M | -21.6% | -42.5% | +20.9% | -13.1% |
| YTD | +43.6% | -33.5% | +77.1% | +51.8% |
| 1Y | +25.7% | -52.7% | +78.3% | +47.3% |
| All | +25.7% | -54.3% | +79.9% | +47.3% |
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