+66.3%
UBER vs NIO
-33.7%
+100.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.9% | +3.7% | -1.2% |
| 7D | +0.5% | -4.7% | +5.2% | +1.3% |
| 30D | -3.1% | -14.3% | +11.2% | -0.6% |
| 3M | -8.3% | -32.8% | +24.5% | -2.2% |
| 6M | -9.5% | -49.8% | +40.4% | +0.8% |
| YTD | -15.4% | -40.2% | +24.8% | -9.6% |
| 1Y | -26.1% | -52.7% | +26.6% | -18.0% |
| 3Y | +34.0% | -57.9% | +91.9% | +40.9% |
| 5Y | +53.2% | -92.9% | +146.0% | +101.9% |
| All | +66.3% | -33.7% | +100.0% | +91.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling