+527.8%
URI vs NIO
-36.7%
+564.4%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +1.8% |
| 7D | -2.0% | -13.0% | +11.1% | -0.5% |
| 30D | -12.9% | -18.3% | +5.3% | -11.0% |
| 3M | -6.7% | -33.2% | +26.5% | -2.6% |
| 6M | +19.0% | -21.5% | +40.5% | +20.9% |
| YTD | +25.5% | -25.5% | +51.0% | +28.0% |
| 1Y | +5.5% | -38.0% | +43.6% | +9.3% |
| 3Y | +111.3% | -65.5% | +176.8% | +123.5% |
| 5Y | +198.6% | -90.6% | +289.1% | +243.2% |
| All | +527.8% | -36.7% | +564.4% | +426.1% |
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 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