+15.2%
UPS vs NIO
-36.7%
+51.9%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -1.1% |
| 7D | -2.9% | -13.0% | +10.2% | -2.1% |
| 30D | -3.5% | -18.3% | +14.8% | -2.5% |
| 3M | -5.7% | -33.2% | +27.5% | -3.7% |
| 6M | -4.4% | -21.5% | +17.1% | -3.5% |
| YTD | +8.0% | -25.5% | +33.5% | +9.2% |
| 1Y | +29.0% | -38.0% | +67.0% | +31.4% |
| 3Y | -27.7% | -65.5% | +37.7% | -25.9% |
| 5Y | -34.3% | -90.6% | +56.2% | -31.1% |
| All | +15.2% | -36.7% | +51.9% | +12.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling