+24.6%
UPS vs NIO
-50.3%
+74.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.3% |
| 7D | -1.6% | -1.8% | +0.2% | -1.6% |
| 30D | +17.9% | -6.6% | +24.6% | +18.0% |
| 3M | +9.4% | -29.9% | +39.3% | +9.9% |
| 6M | +16.2% | -46.6% | +62.8% | +17.3% |
| YTD | +18.8% | -36.5% | +55.2% | +19.5% |
| All | +24.6% | -50.3% | +74.9% | +25.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling