+71.2%
UBER vs NIO
-25.9%
+97.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.6% | +3.2% | +3.7% |
| 7D | +6.7% | +6.9% | -0.2% | +5.5% |
| 30D | -0.5% | -4.7% | +4.3% | +0.3% |
| 3M | -5.1% | -28.1% | +22.9% | 0.0% |
| 6M | -5.7% | -41.7% | +36.0% | +2.5% |
| YTD | -12.9% | -33.1% | +20.2% | -8.6% |
| 1Y | -22.6% | -50.3% | +27.7% | -14.8% |
| 3Y | +42.2% | -54.4% | +96.5% | +47.6% |
| 5Y | +56.4% | -91.6% | +148.0% | +101.0% |
| All | +71.2% | -25.9% | +97.1% | +93.5% |
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