+33.1%
URI vs NIO
-51.1%
+84.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.6% | +6.3% | +6.9% |
| 7D | -4.0% | +6.9% | -10.9% | -4.1% |
| 30D | +6.8% | -4.7% | +11.5% | +6.8% |
| 3M | -2.8% | -28.1% | +25.2% | -3.0% |
| 6M | +20.9% | -41.7% | +62.6% | +20.3% |
| YTD | +40.2% | -33.1% | +73.4% | +39.7% |
| All | +33.1% | -51.1% | +84.2% | +39.1% |
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 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