+23.5%
YUM vs NIO
-90.3%
+113.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.4% | 0.0% | -2.3% |
| 7D | -3.6% | -4.1% | +0.6% | -3.3% |
| 30D | +0.4% | -23.2% | +23.6% | +2.0% |
| 3M | -3.8% | -29.9% | +26.1% | -1.8% |
| 6M | -8.3% | -25.1% | +16.8% | -7.2% |
| YTD | -2.6% | -27.5% | +24.8% | -1.4% |
| 1Y | +1.5% | -41.1% | +42.6% | +3.7% |
| 3Y | +21.6% | -63.1% | +84.7% | +25.4% |
| 5Y | +23.5% | -90.4% | +113.9% | +30.9% |
| All | +23.5% | -90.3% | +113.8% | +30.9% |
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