+13.2%
UPS vs NIO
-36.8%
+50.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.8% |
| 7D | -2.1% | -6.7% | +4.5% | -1.8% |
| 30D | -2.3% | -20.0% | +17.7% | -1.1% |
| 3M | -5.2% | -30.5% | +25.2% | -3.4% |
| 6M | +1.4% | -20.7% | +22.1% | +2.3% |
| YTD | +6.1% | -25.7% | +31.8% | +7.3% |
| 1Y | +27.0% | -38.6% | +65.6% | +29.4% |
| 3Y | -25.9% | -62.3% | +36.3% | -24.4% |
| 5Y | -34.6% | -90.1% | +55.5% | -31.4% |
| All | +13.2% | -36.8% | +50.0% | +10.0% |
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