+3.9%
W vs NIO
-51.1%
+55.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.6% | +4.0% | +4.5% |
| 7D | +3.3% | +6.9% | -3.6% | +2.1% |
| 30D | +10.5% | -4.7% | +15.3% | +11.3% |
| 3M | +9.6% | -28.1% | +37.7% | +15.0% |
| 6M | +76.4% | -41.7% | +118.1% | +90.3% |
| YTD | +16.4% | -33.1% | +49.5% | +21.8% |
| All | +3.9% | -51.1% | +55.0% | +18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling