+76.3%
U vs NIO
-55.4%
+131.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.1% |
| 7D | +16.9% | -1.8% | +18.8% | +17.4% |
| 30D | +6.4% | -6.6% | +13.0% | +8.3% |
| 3M | +13.2% | -29.9% | +43.0% | +23.3% |
| 6M | +84.8% | -46.6% | +131.4% | +114.0% |
| YTD | +12.4% | -36.5% | +48.9% | +22.7% |
| 1Y | +19.8% | -51.1% | +70.9% | +39.8% |
| All | +76.3% | -55.4% | +131.7% | +104.1% |
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 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