+82.1%
ABT vs NIO
-36.8%
+119.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.6% |
| 7D | -3.1% | -6.7% | +3.5% | -2.9% |
| 30D | -2.1% | -20.0% | +17.9% | -1.5% |
| 3M | +17.4% | -30.5% | +47.9% | +18.7% |
| 6M | -2.4% | -20.7% | +18.3% | -2.0% |
| YTD | -14.2% | -25.7% | +11.5% | -13.7% |
| 1Y | -18.3% | -38.6% | +20.2% | -17.5% |
| 3Y | +11.5% | -62.3% | +73.8% | +13.1% |
| 5Y | -9.9% | -90.1% | +80.2% | -6.4% |
| All | +82.1% | -36.8% | +119.0% | +74.4% |
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