+171.0%
W vs NIO
-60.1%
+231.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.3% | +1.6% |
| 7D | +0.2% | -14.5% | +14.6% | +4.0% |
| 30D | +6.8% | -15.0% | +21.8% | +11.2% |
| 3M | +10.7% | -35.6% | +46.2% | +22.8% |
| 6M | +86.3% | -55.7% | +142.0% | +124.8% |
| YTD | +11.5% | -43.1% | +54.6% | +24.5% |
| 1Y | +5.1% | -53.5% | +58.6% | +23.4% |
| 3Y | +171.0% | -59.8% | +230.8% | +192.7% |
| All | +171.0% | -60.1% | +231.1% | +192.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling