+274.0%
ABBV vs NIO
-36.8%
+310.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -3.0% |
| 7D | -4.3% | -6.7% | +2.3% | -4.2% |
| 30D | +1.1% | -20.0% | +21.2% | +1.6% |
| 3M | +12.3% | -30.5% | +42.8% | +13.2% |
| 6M | +9.8% | -20.7% | +30.5% | +10.1% |
| YTD | +11.5% | -25.7% | +37.1% | +11.9% |
| 1Y | +22.3% | -38.6% | +60.8% | +23.1% |
| 3Y | +85.2% | -62.3% | +147.4% | +86.6% |
| 5Y | +170.8% | -90.1% | +260.9% | +178.7% |
| All | +274.0% | -36.8% | +310.9% | +246.1% |
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 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