-4.2%
ABT vs NIO
-92.1%
+87.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.9% | -9.2% | -3.4% |
| 7D | +3.5% | +5.6% | -2.1% | +3.3% |
| 30D | +12.0% | -4.2% | +16.3% | +12.2% |
| 3M | +2.5% | -26.3% | +28.8% | +3.4% |
| 6M | +29.1% | -42.5% | +71.6% | +31.3% |
| YTD | -10.1% | -33.5% | +23.5% | -9.3% |
| 1Y | -9.8% | -52.7% | +42.8% | -7.9% |
| 3Y | +23.3% | -57.5% | +80.7% | +25.0% |
| All | -4.2% | -92.1% | +87.8% | -1.9% |
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 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