-6.5%
RUN vs NIO
-60.1%
+53.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.9% | +6.2% | +3.4% |
| 7D | -13.5% | -14.5% | +0.9% | -7.6% |
| 30D | +18.3% | -15.0% | +33.3% | +26.6% |
| 3M | -12.5% | -35.6% | +23.1% | +4.9% |
| 6M | -40.3% | -55.7% | +15.3% | -16.9% |
| YTD | -53.1% | -43.1% | -10.0% | -42.1% |
| 1Y | -54.3% | -53.5% | -0.7% | -38.6% |
| 3Y | -6.5% | -59.8% | +53.3% | +27.4% |
| All | -6.5% | -60.1% | +53.6% | +27.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling