+109.0%
AAPL vs NIO
-90.3%
+199.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -2.7% | -6.7% | +3.9% | -1.9% |
| 30D | +1.0% | -20.0% | +21.1% | +3.7% |
| 3M | +5.0% | -30.5% | +35.4% | +9.4% |
| 6M | +23.0% | -20.7% | +43.8% | +25.1% |
| YTD | +16.6% | -25.7% | +42.3% | +19.4% |
| 1Y | +33.4% | -38.6% | +72.0% | +39.0% |
| 3Y | +79.9% | -62.3% | +142.1% | +89.8% |
| 5Y | +109.0% | -90.1% | +199.1% | +151.0% |
| All | +109.0% | -90.3% | +199.3% | +151.0% |
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