+72.4%
UNH vs NIO
-36.7%
+109.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.6% | -0.9% |
| 7D | +1.1% | -13.0% | +14.1% | +1.5% |
| 30D | -3.8% | -18.3% | +14.5% | -3.2% |
| 3M | +0.7% | -33.2% | +34.0% | +2.0% |
| 6M | +37.9% | -21.5% | +59.4% | +38.6% |
| YTD | +21.9% | -25.5% | +47.4% | +22.7% |
| 1Y | +31.4% | -38.0% | +69.4% | +32.8% |
| 3Y | -11.4% | -65.5% | +54.1% | -9.9% |
| 5Y | +2.5% | -90.6% | +93.1% | +7.2% |
| All | +72.4% | -36.7% | +109.1% | +54.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling