-63.1%
W vs NIO
-90.7%
+27.6%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.6% | +4.1% | +3.2% |
| 7D | -4.2% | -13.0% | +8.9% | +1.6% |
| 30D | -7.6% | -18.3% | +10.7% | +0.4% |
| 3M | +37.2% | -33.2% | +70.4% | +60.9% |
| 6M | +26.3% | -21.5% | +47.8% | +34.3% |
| YTD | -1.0% | -25.5% | +24.5% | +6.8% |
| 1Y | +20.1% | -38.0% | +58.1% | +36.6% |
| 3Y | +37.8% | -65.5% | +103.2% | +77.9% |
| All | -63.1% | -90.7% | +27.6% | -24.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling