+39.2%
S vs NIO
-54.1%
+93.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.4% | -1.8% | +1.4% |
| 7D | -8.2% | -0.6% | -7.6% | -8.2% |
| 30D | -7.6% | -3.5% | -4.1% | -7.4% |
| 3M | +12.0% | -30.7% | +42.6% | +14.5% |
| 6M | +50.6% | -45.6% | +96.2% | +55.4% |
| YTD | +56.6% | -35.3% | +91.9% | +63.4% |
| 1Y | +39.2% | -53.9% | +93.2% | +45.4% |
| All | +39.2% | -54.1% | +93.3% | +45.4% |
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 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