-82.6%
RUN vs NIO
-92.2%
+9.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.7% |
| 7D | +18.1% | +6.9% | +11.2% | +14.2% |
| 30D | +27.5% | -4.7% | +32.2% | +30.1% |
| 3M | -4.5% | -28.1% | +23.5% | +10.0% |
| 6M | -33.3% | -41.7% | +8.4% | -16.4% |
| YTD | -47.1% | -33.1% | -13.9% | -38.4% |
| 1Y | -43.1% | -50.3% | +7.2% | -24.6% |
| 3Y | -3.0% | -54.4% | +51.4% | +19.1% |
| 5Y | -82.6% | -91.6% | +9.0% | -54.0% |
| All | -82.6% | -92.2% | +9.6% | -54.0% |
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