+34.9%
ABBV vs NIO
-53.4%
+88.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.4% |
| 7D | +0.1% | -1.8% | +1.9% | +0.1% |
| 30D | +5.6% | -6.6% | +12.2% | +5.6% |
| 3M | +18.7% | -29.9% | +48.5% | +18.8% |
| 6M | +47.4% | -46.6% | +94.0% | +48.3% |
| YTD | +33.0% | -36.5% | +69.4% | +32.4% |
| 1Y | +34.9% | -51.1% | +86.1% | +32.4% |
| All | +34.9% | -53.4% | +88.3% | +32.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling