-44.7%
S vs NIO
-93.3%
+48.6%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.6% | +7.4% | +7.9% |
| 7D | +1.6% | +6.9% | -5.3% | -0.2% |
| 30D | -10.5% | -4.7% | -5.7% | -9.3% |
| 3M | +9.9% | -28.1% | +38.0% | +19.4% |
| 6M | +41.8% | -41.7% | +83.5% | +61.6% |
| YTD | +56.8% | -33.1% | +89.9% | +68.9% |
| 1Y | +39.0% | -50.3% | +89.3% | +62.0% |
| 3Y | +53.8% | -54.4% | +108.2% | +61.1% |
| 5Y | -68.6% | -91.6% | +23.0% | -47.1% |
| All | -44.7% | -93.3% | +48.6% | -0.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling