+109.6%
UAL vs NIO
-92.6%
+202.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.0% | -1.5% | -4.0% |
| 7D | +5.0% | -3.6% | +8.6% | +5.8% |
| 30D | -1.2% | -8.0% | +6.8% | +0.3% |
| 3M | -16.8% | -31.2% | +14.4% | -11.2% |
| 6M | +18.0% | -45.8% | +63.7% | +30.6% |
| YTD | -1.2% | -37.3% | +36.1% | +5.5% |
| 1Y | +14.3% | -56.1% | +70.4% | +30.0% |
| 3Y | +194.6% | -61.1% | +255.7% | +215.7% |
| 5Y | +109.6% | -92.4% | +202.1% | +180.2% |
| All | +109.6% | -92.6% | +202.3% | +180.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling