+207.4%
ALAB vs NIO
-33.7%
+241.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +5.9% | +0.3% | +4.6% |
| 7D | -26.3% | +5.6% | -31.9% | -27.3% |
| 30D | -50.1% | -4.2% | -45.9% | -49.3% |
| 3M | -42.5% | -26.3% | -16.2% | -37.5% |
| 6M | -10.8% | -42.5% | +31.7% | +2.9% |
| YTD | +14.6% | -33.5% | +48.2% | +25.8% |
| 1Y | +17.1% | -52.7% | +69.8% | +39.5% |
| All | +207.4% | -33.7% | +241.1% | +183.9% |
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