-80.1%
SPXU vs NIO
-63.5%
-16.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.6% |
| 7D | -1.5% | -6.7% | +5.2% | -2.7% |
| 30D | +3.7% | -20.0% | +23.8% | -0.2% |
| 3M | -9.6% | -30.5% | +20.9% | -15.0% |
| 6M | -32.4% | -20.7% | -11.6% | -34.1% |
| YTD | -28.7% | -25.7% | -3.0% | -31.1% |
| 1Y | -38.2% | -38.6% | +0.4% | -41.6% |
| All | -80.1% | -63.5% | -16.6% | -80.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling