-69.0%
S vs NIO
-93.2%
+24.2%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.5% | +0.9% |
| 7D | +2.0% | -14.5% | +16.4% | +6.2% |
| 30D | -2.7% | -15.0% | +12.2% | +1.5% |
| 3M | -6.9% | -35.6% | +28.7% | +4.1% |
| 6M | +38.1% | -55.7% | +93.7% | +69.1% |
| YTD | +48.0% | -43.1% | +91.1% | +66.3% |
| 1Y | +34.5% | -53.5% | +88.0% | +59.1% |
| 3Y | +38.3% | -59.8% | +98.2% | +49.2% |
| All | -69.0% | -93.2% | +24.2% | -50.1% |
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 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