+29.1%
Q vs NIO
-56.9%
+86.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.9% | +2.8% | -1.7% |
| 7D | +11.5% | -4.7% | +16.2% | +12.7% |
| 30D | -0.2% | -14.3% | +14.2% | +3.1% |
| 3M | -13.6% | -32.8% | +19.2% | -6.7% |
| 6M | -27.0% | -49.8% | +22.8% | -16.7% |
| YTD | +50.5% | -40.2% | +90.7% | +62.7% |
| 1Y | +33.8% | -52.7% | +86.5% | +53.7% |
| All | +29.1% | -56.9% | +86.0% | +52.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling