+35.6%
UNP vs NIO
-37.4%
+72.9%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | -0.7% | -6.7% | +5.9% | -0.7% |
| 30D | -1.1% | -20.0% | +18.9% | -1.0% |
| 3M | +7.9% | -30.5% | +38.3% | +8.3% |
| 6M | +14.6% | -20.7% | +35.3% | +14.5% |
| YTD | +26.6% | -25.7% | +52.3% | +26.2% |
| 1Y | +35.6% | -38.6% | +74.1% | +37.4% |
| All | +35.6% | -37.4% | +72.9% | +37.4% |
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