+135.1%
ABBV vs NIO
-60.1%
+195.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.9% | +5.1% | +0.3% |
| 7D | +1.3% | -14.5% | +15.7% | +1.5% |
| 30D | +4.7% | -15.0% | +19.7% | +5.0% |
| 3M | +18.3% | -35.6% | +53.9% | +19.1% |
| 6M | +43.4% | -55.7% | +99.0% | +45.2% |
| YTD | +33.0% | -43.1% | +76.1% | +33.8% |
| 1Y | +30.8% | -53.5% | +84.3% | +32.1% |
| 3Y | +135.1% | -59.8% | +195.0% | +135.3% |
| All | +135.1% | -60.1% | +195.2% | +135.3% |
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