+176.6%
URI vs NIO
-92.6%
+269.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -3.0% | -4.1% | -6.7% |
| 7D | -12.9% | -3.6% | -9.3% | -12.5% |
| 30D | -3.4% | -8.0% | +4.6% | -2.4% |
| 3M | -10.0% | -31.2% | +21.2% | -5.8% |
| 6M | +12.2% | -45.8% | +57.9% | +20.5% |
| YTD | +29.8% | -37.3% | +67.0% | +35.3% |
| 1Y | +24.6% | -56.1% | +80.7% | +36.3% |
| 3Y | +137.6% | -61.1% | +198.7% | +150.0% |
| 5Y | +176.6% | -92.4% | +269.1% | +234.4% |
| All | +176.6% | -92.6% | +269.3% | +234.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling