-1.9%
UL vs NIO
-53.4%
+51.5%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -1.1% |
| 7D | -1.7% | -1.8% | +0.1% | -1.7% |
| 30D | +4.5% | -6.6% | +11.1% | +4.3% |
| 3M | +5.5% | -29.9% | +35.3% | +4.4% |
| 6M | +17.0% | -46.6% | +63.6% | +15.2% |
| YTD | +3.2% | -36.5% | +39.7% | +1.0% |
| 1Y | -1.9% | -51.1% | +49.3% | -5.7% |
| All | -1.9% | -53.4% | +51.5% | -5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling