+96.7%
YUM vs NIO
-36.7%
+133.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -1.1% |
| 7D | -2.0% | -13.0% | +11.0% | -1.5% |
| 30D | -1.1% | -18.3% | +17.2% | -0.3% |
| 3M | +1.8% | -33.2% | +35.0% | +3.5% |
| 6M | -4.7% | -21.5% | +16.7% | -4.1% |
| YTD | +0.6% | -25.5% | +26.1% | +1.4% |
| 1Y | +6.4% | -38.0% | +44.4% | +7.8% |
| 3Y | +22.6% | -65.5% | +88.0% | +25.2% |
| 5Y | +26.0% | -90.6% | +116.5% | +31.6% |
| All | +96.7% | -36.7% | +133.4% | +84.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling