+63.3%
USB vs NIO
-36.7%
+100.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | -0.1% |
| 7D | +1.4% | -13.0% | +14.5% | +2.4% |
| 30D | -1.3% | -18.3% | +17.0% | 0.0% |
| 3M | +15.2% | -33.2% | +48.5% | +18.3% |
| 6M | +18.8% | -21.5% | +40.3% | +20.0% |
| YTD | +21.0% | -25.5% | +46.5% | +22.5% |
| 1Y | +34.0% | -38.0% | +72.0% | +36.9% |
| 3Y | +95.3% | -65.5% | +160.8% | +102.1% |
| 5Y | +40.4% | -90.6% | +131.0% | +51.7% |
| All | +63.3% | -36.7% | +100.0% | +45.2% |
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