-54.2%
W vs NIO
-92.1%
+37.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.9% | -7.4% | -4.0% |
| 7D | -3.6% | +5.6% | -9.2% | -5.7% |
| 30D | +7.0% | -4.2% | +11.2% | +8.9% |
| 3M | +7.4% | -26.3% | +33.7% | +21.5% |
| 6M | +69.3% | -42.5% | +111.8% | +108.9% |
| YTD | +11.3% | -33.5% | +44.8% | +25.6% |
| 1Y | +13.2% | -52.7% | +65.9% | +47.4% |
| 3Y | +142.0% | -57.5% | +199.5% | +176.8% |
| All | -54.2% | -92.1% | +37.8% | -6.3% |
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