+129.8%
UAL vs NIO
-64.6%
+194.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.6% | +4.1% | +2.7% |
| 7D | +0.7% | -13.0% | +13.7% | +2.4% |
| 30D | -16.1% | -18.3% | +2.2% | -14.0% |
| 3M | +6.1% | -33.2% | +39.4% | +11.4% |
| 6M | +10.8% | -21.5% | +32.3% | +13.1% |
| YTD | -0.4% | -25.5% | +25.1% | +2.2% |
| 1Y | +5.0% | -38.0% | +43.0% | +9.6% |
| All | +129.8% | -64.6% | +194.4% | +134.3% |
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