+15.0%
UNH vs NIO
-37.6%
+52.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -1.2% |
| 7D | -3.2% | -7.3% | +4.1% | -3.1% |
| 30D | -3.5% | -22.5% | +19.1% | -3.3% |
| 3M | -4.2% | -30.9% | +26.7% | -3.9% |
| 6M | +38.3% | -37.2% | +75.5% | +38.6% |
| YTD | +19.2% | -29.8% | +49.0% | +19.6% |
| 1Y | +15.0% | -37.4% | +52.4% | +20.5% |
| All | +15.0% | -37.6% | +52.6% | +20.5% |
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