-39.0%
U vs NIO
-80.7%
+41.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.4% |
| 7D | -3.8% | -13.0% | +9.2% | +1.6% |
| 30D | +17.5% | -18.3% | +35.7% | +26.7% |
| 3M | +38.7% | -33.2% | +71.9% | +61.7% |
| 6M | +104.4% | -21.5% | +125.9% | +117.5% |
| YTD | -5.7% | -25.5% | +19.8% | +1.4% |
| 1Y | +3.7% | -38.0% | +41.7% | +17.4% |
| 3Y | +12.3% | -65.5% | +77.8% | +41.7% |
| 5Y | -68.8% | -90.6% | +21.8% | -42.2% |
| All | -39.0% | -80.7% | +41.7% | +8.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling