+49.5%
UBER vs NIO
-92.1%
+141.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.9% | -6.2% | -1.5% |
| 7D | +5.1% | +5.6% | -0.5% | +3.9% |
| 30D | +0.2% | -4.2% | +4.4% | +1.0% |
| 3M | -2.7% | -26.3% | +23.6% | +3.3% |
| 6M | -13.4% | -42.5% | +29.2% | -3.9% |
| YTD | -16.1% | -33.5% | +17.5% | -11.0% |
| 1Y | -25.5% | -52.7% | +27.1% | -15.3% |
| 3Y | +42.5% | -57.5% | +99.9% | +52.0% |
| All | +49.5% | -92.1% | +141.5% | +128.3% |
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 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