+30.0%
S vs NIO
-53.2%
+83.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -5.9% | -0.4% | -5.6% |
| 7D | +4.1% | -4.7% | +8.7% | +4.7% |
| 30D | -7.2% | -14.3% | +7.2% | -5.8% |
| 3M | 0.0% | -32.8% | +32.8% | +3.0% |
| 6M | +41.6% | -49.8% | +91.4% | +47.9% |
| YTD | +48.6% | -40.2% | +88.8% | +56.7% |
| 1Y | +30.0% | -52.7% | +82.8% | +35.1% |
| All | +30.0% | -53.2% | +83.3% | +35.1% |
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 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