+343.7%
ABBV vs NIO
-43.2%
+386.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.7% |
| 7D | +1.5% | +6.9% | -5.4% | +1.4% |
| 30D | +6.7% | -4.7% | +11.5% | +6.8% |
| 3M | +19.9% | -28.1% | +48.0% | +20.8% |
| 6M | +47.5% | -41.7% | +89.2% | +49.0% |
| YTD | +32.2% | -33.1% | +65.3% | +33.1% |
| 1Y | +37.8% | -50.3% | +88.1% | +39.6% |
| 3Y | +134.8% | -54.4% | +189.1% | +135.7% |
| 5Y | +203.0% | -91.6% | +294.6% | +213.3% |
| All | +343.7% | -43.2% | +386.9% | +311.4% |
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