+567.3%
AAPL vs NIO
-45.3%
+612.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.8% | +3.2% | -0.3% |
| 7D | +5.0% | +2.8% | +2.2% | +4.7% |
| 30D | +3.5% | -8.4% | +11.9% | +4.3% |
| 3M | +13.1% | -32.0% | +45.0% | +17.1% |
| 6M | +19.0% | -43.9% | +63.0% | +25.3% |
| YTD | +28.5% | -35.7% | +64.2% | +32.7% |
| 1Y | +29.7% | -51.1% | +80.8% | +37.4% |
| 3Y | +89.2% | -54.7% | +143.9% | +93.5% |
| 5Y | +141.2% | -91.7% | +232.9% | +174.9% |
| All | +567.3% | -45.3% | +612.7% | +523.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling