-11.8%
UNH vs NIO
-62.3%
+50.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | +1.1% | -6.7% | +7.8% | +1.2% |
| 30D | -1.5% | -20.0% | +18.5% | -1.3% |
| 3M | -0.8% | -30.5% | +29.6% | -0.4% |
| 6M | +41.8% | -20.7% | +62.5% | +42.1% |
| YTD | +23.1% | -25.7% | +48.8% | +23.4% |
| 1Y | +28.5% | -38.6% | +67.1% | +29.3% |
| 3Y | -11.8% | -62.3% | +50.5% | -10.3% |
| All | -11.8% | -62.3% | +50.6% | -10.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling