+50.9%
UNP vs NIO
-56.4%
+107.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.8% | +2.3% |
| 7D | -3.3% | +6.9% | -10.2% | -3.4% |
| 30D | +6.7% | -4.7% | +11.5% | +6.8% |
| 3M | +1.8% | -28.1% | +29.9% | +2.7% |
| 6M | +13.3% | -41.7% | +55.0% | +14.9% |
| YTD | +30.3% | -33.1% | +63.5% | +31.3% |
| 1Y | +36.9% | -50.3% | +87.2% | +39.2% |
| 3Y | +50.9% | -54.4% | +105.3% | +55.3% |
| All | +50.9% | -56.4% | +107.3% | +55.3% |
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