+147.4%
URI vs NIO
-59.9%
+207.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.9% | -4.8% | +0.7% |
| 7D | -9.8% | +5.6% | -15.4% | -10.1% |
| 30D | +1.7% | -4.2% | +6.0% | +2.0% |
| 3M | -9.1% | -26.3% | +17.3% | -7.2% |
| 6M | +9.9% | -42.5% | +52.4% | +13.8% |
| YTD | +31.2% | -33.5% | +64.7% | +33.5% |
| 1Y | +25.9% | -52.7% | +78.6% | +31.9% |
| 3Y | +147.4% | -57.5% | +204.8% | +153.7% |
| All | +147.4% | -59.9% | +207.3% | +153.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling