+144.6%
URI vs NIO
-62.1%
+206.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -3.0% | -4.1% | -6.9% |
| 7D | -12.9% | -3.6% | -9.3% | -12.7% |
| 30D | -3.4% | -8.0% | +4.6% | -2.9% |
| 3M | -10.0% | -31.2% | +21.2% | -7.7% |
| 6M | +12.2% | -45.8% | +57.9% | +16.7% |
| YTD | +29.8% | -37.3% | +67.0% | +32.6% |
| 1Y | +24.6% | -56.1% | +80.7% | +31.3% |
| All | +144.6% | -62.1% | +206.7% | +151.9% |
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