+29.0%
U vs NIO
-54.3%
+83.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.9% | -0.4% | +4.4% |
| 7D | +36.6% | +5.6% | +31.0% | +35.1% |
| 30D | +13.3% | -4.2% | +17.6% | +14.1% |
| 3M | +26.2% | -26.3% | +52.5% | +31.9% |
| 6M | +88.7% | -42.5% | +131.3% | +102.6% |
| YTD | +16.6% | -33.5% | +50.1% | +24.9% |
| 1Y | +29.0% | -52.7% | +81.6% | +50.9% |
| All | +29.0% | -54.3% | +83.2% | +50.9% |
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