+108.8%
RF vs NIO
-43.2%
+152.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +2.1% |
| 7D | -0.1% | +6.9% | -7.0% | -0.7% |
| 30D | +7.0% | -4.7% | +11.8% | +7.4% |
| 3M | -7.0% | -28.1% | +21.0% | -4.5% |
| 6M | +6.8% | -41.7% | +48.5% | +11.4% |
| YTD | +9.9% | -33.1% | +43.0% | +12.6% |
| 1Y | +21.1% | -50.3% | +71.4% | +27.3% |
| 3Y | +119.6% | -54.4% | +174.0% | +123.6% |
| 5Y | +46.2% | -91.6% | +137.8% | +64.8% |
| All | +108.8% | -43.2% | +152.0% | +79.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling