+52.4%
ROST vs NIO
-38.9%
+91.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.7% |
| 7D | -2.2% | -4.1% | +1.9% | -2.2% |
| 30D | -11.4% | -23.2% | +11.8% | -11.0% |
| 3M | -1.6% | -29.9% | +28.3% | -1.0% |
| 6M | +6.8% | -25.1% | +31.9% | +5.7% |
| YTD | +25.8% | -27.5% | +53.3% | +24.4% |
| 1Y | +52.4% | -41.1% | +93.5% | +55.3% |
| All | +52.4% | -38.9% | +91.3% | +55.3% |
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