+104.3%
RF vs NIO
-43.5%
+147.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.9% | -6.3% | -0.9% |
| 7D | -0.9% | +5.6% | -6.5% | -1.4% |
| 30D | +6.0% | -4.2% | +10.3% | +6.4% |
| 3M | -8.9% | -26.3% | +17.4% | -6.6% |
| 6M | +2.3% | -42.5% | +44.9% | +6.9% |
| YTD | +7.6% | -33.5% | +41.1% | +10.3% |
| 1Y | +21.2% | -52.7% | +73.8% | +27.9% |
| 3Y | +108.5% | -57.5% | +166.0% | +113.8% |
| 5Y | +43.2% | -92.0% | +135.2% | +62.1% |
| All | +104.3% | -43.5% | +147.8% | +75.8% |
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 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