+133.0%
AAPL vs NIO
-92.1%
+225.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.9% | -6.5% | -1.2% |
| 7D | -0.7% | +5.6% | -6.3% | -1.3% |
| 30D | +1.7% | -4.2% | +5.9% | +2.1% |
| 3M | +9.7% | -26.3% | +36.0% | +13.5% |
| 6M | +19.3% | -42.5% | +61.8% | +26.7% |
| YTD | +26.3% | -33.5% | +59.8% | +30.7% |
| 1Y | +27.4% | -52.7% | +80.0% | +37.4% |
| 3Y | +93.6% | -57.5% | +151.1% | +100.6% |
| All | +133.0% | -92.1% | +225.0% | +190.1% |
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 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