+207.2%
UMC vs NIO
-37.4%
+244.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.6% | +6.1% | +4.8% |
| 7D | +5.0% | -13.0% | +18.0% | +7.1% |
| 30D | +7.7% | -18.3% | +26.0% | +10.8% |
| 3M | +1.7% | -33.2% | +34.9% | +7.6% |
| 6M | +113.9% | -21.5% | +135.4% | +121.2% |
| YTD | +168.9% | -25.5% | +194.4% | +180.5% |
| 1Y | +207.2% | -38.0% | +245.2% | +245.6% |
| All | +207.2% | -37.4% | +244.6% | +245.6% |
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