+12.5%
UAL vs NIO
-55.0%
+67.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.9% | +3.2% | -1.1% |
| 7D | -3.0% | -14.5% | +11.4% | -1.1% |
| 30D | +10.5% | -15.0% | +25.4% | +12.6% |
| 3M | -13.5% | -35.6% | +22.1% | -9.9% |
| 6M | +14.2% | -55.7% | +69.9% | +22.8% |
| YTD | -2.2% | -43.1% | +40.9% | +2.6% |
| 1Y | +12.5% | -53.5% | +66.0% | +17.0% |
| All | +12.5% | -55.0% | +67.5% | +17.0% |
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