+26.6%
UPS vs NIO
-46.0%
+72.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.3% |
| 7D | -1.6% | -1.8% | +0.2% | -1.5% |
| 30D | +17.9% | -6.6% | +24.6% | +18.4% |
| 3M | +9.4% | -29.9% | +39.3% | +11.5% |
| 6M | +16.2% | -46.6% | +62.8% | +20.0% |
| YTD | +18.8% | -36.5% | +55.2% | +21.0% |
| 1Y | +26.1% | -51.1% | +77.2% | +30.3% |
| 3Y | -4.5% | -55.2% | +50.8% | -3.2% |
| 5Y | -33.2% | -92.3% | +59.1% | -29.2% |
| All | +26.6% | -46.0% | +72.6% | +24.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling