+9.5%
S vs NIO
-37.4%
+46.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.5% |
| 7D | -7.7% | -13.0% | +5.3% | -6.8% |
| 30D | -5.3% | -18.3% | +12.9% | -4.1% |
| 3M | +20.3% | -33.2% | +53.5% | +23.2% |
| 6M | +47.4% | -21.5% | +68.9% | +50.1% |
| YTD | +32.5% | -25.5% | +58.0% | +35.6% |
| 1Y | +9.5% | -38.0% | +47.5% | +16.7% |
| All | +9.5% | -37.4% | +46.9% | +16.7% |
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