+91.0%
ABBV vs NIO
-62.6%
+153.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.1% | -1.4% |
| 7D | +0.4% | -13.0% | +13.4% | +0.6% |
| 30D | +4.2% | -18.3% | +22.4% | +4.5% |
| 3M | +14.8% | -33.2% | +48.0% | +15.6% |
| 6M | +10.3% | -21.5% | +31.7% | +10.5% |
| YTD | +14.9% | -25.5% | +40.4% | +15.2% |
| 1Y | +24.1% | -38.0% | +62.1% | +24.7% |
| All | +91.0% | -62.6% | +153.7% | +90.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling