+76.9%
UNH vs NIO
-45.3%
+122.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.8% | +5.7% | +2.0% |
| 7D | +0.2% | +2.8% | -2.7% | +0.1% |
| 30D | +6.8% | -8.4% | +15.2% | +7.1% |
| 3M | -0.3% | -32.0% | +31.7% | +0.9% |
| 6M | +7.9% | -43.9% | +51.8% | +9.7% |
| YTD | +25.1% | -35.7% | +60.8% | +26.5% |
| 1Y | +29.3% | -51.1% | +80.5% | +31.8% |
| 3Y | -20.3% | -54.7% | +34.4% | -19.7% |
| 5Y | -3.6% | -91.7% | +88.1% | +1.3% |
| All | +76.9% | -45.3% | +122.3% | +59.7% |
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 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