+41.5%
ALB vs NIO
-36.7%
+78.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.6% | -2.9% | -4.2% |
| 7D | -8.1% | -13.0% | +5.0% | -5.9% |
| 30D | +6.3% | -18.3% | +24.5% | +9.9% |
| 3M | -23.6% | -33.2% | +9.6% | -18.2% |
| 6M | -24.6% | -21.5% | -3.1% | -22.1% |
| YTD | -10.3% | -25.5% | +15.2% | -6.6% |
| 1Y | +61.5% | -38.0% | +99.5% | +71.6% |
| 3Y | -34.0% | -65.5% | +31.5% | -27.0% |
| 5Y | -44.6% | -90.6% | +46.0% | -32.0% |
| All | +41.5% | -36.7% | +78.2% | +38.9% |
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 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