+90.1%
RF vs NIO
-90.7%
+180.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.1% |
| 7D | +1.3% | -13.0% | +14.4% | +2.6% |
| 30D | -3.6% | -18.3% | +14.7% | -1.8% |
| 3M | +8.1% | -33.2% | +41.3% | +12.1% |
| 6M | +11.5% | -21.5% | +33.0% | +13.0% |
| YTD | +15.6% | -25.5% | +41.1% | +17.5% |
| 1Y | +15.7% | -38.0% | +53.7% | +19.2% |
| 3Y | +86.9% | -65.5% | +152.3% | +97.7% |
| All | +90.1% | -90.7% | +180.8% | +133.1% |
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