+199.8%
ABBV vs NIO
-92.1%
+291.8%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.9% | -4.9% | +1.0% |
| 7D | -1.2% | +5.6% | -6.8% | -1.3% |
| 30D | +8.0% | -4.2% | +12.2% | +8.0% |
| 3M | +20.2% | -26.3% | +46.5% | +20.4% |
| 6M | +44.0% | -42.5% | +86.5% | +44.5% |
| YTD | +31.3% | -33.5% | +64.8% | +31.6% |
| 1Y | +37.0% | -52.7% | +89.6% | +37.6% |
| 3Y | +128.0% | -57.5% | +185.4% | +127.7% |
| All | +199.8% | -92.1% | +291.8% | +195.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling