+88.5%
ABT vs NIO
-51.7%
+140.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.9% | +6.1% | +1.3% |
| 7D | -1.3% | -14.5% | +13.2% | -0.8% |
| 30D | +6.0% | -15.0% | +21.0% | +6.6% |
| 3M | -1.9% | -35.6% | +33.7% | -0.6% |
| 6M | +31.2% | -55.7% | +86.8% | +34.4% |
| YTD | -11.2% | -43.1% | +31.9% | -10.0% |
| 1Y | -14.0% | -53.5% | +39.6% | -12.2% |
| 3Y | +20.7% | -59.8% | +80.5% | +21.8% |
| 5Y | -6.7% | -93.2% | +86.5% | -1.9% |
| All | +88.5% | -51.7% | +140.1% | +81.9% |
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