+71.0%
UBER vs NIO
-19.6%
+90.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.4% | -0.4% | -2.4% |
| 7D | -7.0% | -4.1% | -2.9% | -6.4% |
| 30D | -8.9% | -23.2% | +14.3% | -4.9% |
| 3M | +1.0% | -29.9% | +30.9% | +6.9% |
| 6M | -3.7% | -25.1% | +21.4% | -0.3% |
| YTD | -13.0% | -27.5% | +14.4% | -9.8% |
| 1Y | -25.5% | -41.1% | +15.6% | -20.7% |
| 3Y | +50.5% | -63.1% | +113.6% | +62.2% |
| 5Y | +76.2% | -90.4% | +166.5% | +121.6% |
| All | +71.0% | -19.6% | +90.6% | +91.0% |
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 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