-45.9%
RUN vs NIO
-37.4%
-8.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.1% | +0.1% |
| 7D | +1.3% | -13.0% | +14.3% | +6.0% |
| 30D | -15.3% | -18.3% | +3.0% | -9.4% |
| 3M | -40.0% | -33.2% | -6.8% | -31.3% |
| 6M | -27.0% | -21.5% | -5.5% | -23.0% |
| YTD | -51.7% | -25.5% | -26.2% | -47.6% |
| 1Y | -45.9% | -38.0% | -7.9% | -32.3% |
| All | -45.9% | -37.4% | -8.5% | -32.3% |
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