+91.9%
ABT vs NIO
-43.2%
+135.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.5% |
| 7D | +0.3% | +6.9% | -6.6% | +0.1% |
| 30D | +11.6% | -4.7% | +16.4% | +11.8% |
| 3M | +3.1% | -28.1% | +31.2% | +4.1% |
| 6M | +32.8% | -41.7% | +74.5% | +34.9% |
| YTD | -9.6% | -33.1% | +23.5% | -8.8% |
| 1Y | -10.4% | -50.3% | +39.9% | -8.7% |
| 3Y | +25.8% | -54.4% | +80.2% | +26.6% |
| 5Y | -3.4% | -91.6% | +88.2% | +0.9% |
| All | +91.9% | -43.2% | +135.1% | +84.3% |
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 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