+199.9%
TER vs NIO
-37.4%
+237.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.6% | +7.0% | +5.8% |
| 7D | +0.6% | -13.0% | +13.7% | +3.6% |
| 30D | -8.3% | -18.3% | +10.0% | -4.5% |
| 3M | -12.2% | -33.2% | +21.0% | -4.6% |
| 6M | +17.1% | -21.5% | +38.6% | +21.9% |
| YTD | +84.7% | -25.5% | +110.2% | +93.2% |
| 1Y | +199.9% | -38.0% | +237.9% | +257.1% |
| All | +199.9% | -37.4% | +237.3% | +257.1% |
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