+54.3%
UNP vs NIO
-60.1%
+114.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.9% | +4.3% | -0.4% |
| 7D | +4.2% | -14.5% | +18.7% | +4.6% |
| 30D | +5.6% | -15.0% | +20.5% | +6.0% |
| 3M | +2.0% | -35.6% | +37.6% | +3.2% |
| 6M | +15.4% | -55.7% | +71.1% | +18.0% |
| YTD | +32.7% | -43.1% | +75.9% | +34.3% |
| 1Y | +39.4% | -53.5% | +93.0% | +41.9% |
| 3Y | +54.3% | -59.8% | +114.1% | +59.1% |
| All | +54.3% | -60.1% | +114.4% | +59.1% |
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