+25.0%
UPS vs NIO
-43.2%
+68.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.4% |
| 7D | +1.1% | +6.9% | -5.8% | +0.8% |
| 30D | +17.3% | -4.7% | +22.1% | +17.6% |
| 3M | +7.9% | -28.1% | +35.9% | +9.7% |
| 6M | +13.7% | -41.7% | +55.5% | +16.9% |
| YTD | +17.2% | -33.1% | +50.3% | +19.1% |
| 1Y | +23.2% | -50.3% | +73.5% | +27.3% |
| 3Y | -5.9% | -54.4% | +48.5% | -4.7% |
| 5Y | -33.1% | -91.6% | +58.6% | -29.3% |
| All | +25.0% | -43.2% | +68.1% | +22.1% |
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