+58.7%
USB vs NIO
-45.0%
+103.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.4% | -1.5% | +1.7% |
| 7D | +2.4% | -0.6% | +3.0% | +2.4% |
| 30D | +6.6% | -3.5% | +10.1% | +6.8% |
| 3M | -4.1% | -30.7% | +26.6% | -1.8% |
| 6M | +12.5% | -45.6% | +58.1% | +16.9% |
| YTD | +17.6% | -35.3% | +52.9% | +20.2% |
| 1Y | +36.5% | -53.9% | +90.4% | +42.7% |
| 3Y | +95.4% | -59.9% | +155.3% | +100.1% |
| 5Y | +26.1% | -92.3% | +118.5% | +38.2% |
| All | +58.7% | -45.0% | +103.7% | +42.4% |
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 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