+43.4%
UNP vs NIO
-64.6%
+108.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.7% | +0.2% |
| 7D | -5.3% | -13.0% | +7.7% | -4.9% |
| 30D | -1.5% | -18.3% | +16.7% | -0.9% |
| 3M | +10.3% | -33.2% | +43.5% | +11.7% |
| 6M | +9.7% | -21.5% | +31.2% | +10.1% |
| YTD | +27.1% | -25.5% | +52.6% | +27.8% |
| 1Y | +32.6% | -38.0% | +70.6% | +33.9% |
| All | +43.4% | -64.6% | +108.0% | +50.1% |
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