+87.0%
ABT vs NIO
-36.7%
+123.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.1% | -0.4% |
| 7D | -3.7% | -13.0% | +9.4% | -3.3% |
| 30D | +2.5% | -18.3% | +20.8% | +3.1% |
| 3M | +20.2% | -33.2% | +53.4% | +21.6% |
| 6M | -2.9% | -21.5% | +18.6% | -2.5% |
| YTD | -11.9% | -25.5% | +13.6% | -11.4% |
| 1Y | -16.5% | -38.0% | +21.5% | -15.7% |
| 3Y | +12.1% | -65.5% | +77.6% | +14.1% |
| 5Y | -7.4% | -90.6% | +83.2% | -3.6% |
| All | +87.0% | -36.7% | +123.7% | +79.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling