+76.0%
UNH vs NIO
-46.0%
+122.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.5% |
| 7D | -1.6% | -1.8% | +0.2% | -1.5% |
| 30D | +6.5% | -6.6% | +13.1% | +6.7% |
| 3M | +0.8% | -29.9% | +30.7% | +1.9% |
| 6M | +6.1% | -46.6% | +52.7% | +8.1% |
| YTD | +24.5% | -36.5% | +60.9% | +25.8% |
| 1Y | +26.3% | -51.1% | +77.5% | +28.8% |
| 3Y | -20.7% | -55.2% | +34.5% | -20.1% |
| 5Y | -3.6% | -92.3% | +88.7% | +1.6% |
| All | +76.0% | -46.0% | +122.0% | +58.9% |
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