+134.3%
ALLE vs NIO
-45.3%
+179.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.8% | +3.3% | -0.3% |
| 7D | +0.1% | +2.8% | -2.7% | -0.1% |
| 30D | +25.9% | -8.4% | +34.3% | +26.5% |
| 3M | +14.9% | -32.0% | +46.8% | +17.3% |
| 6M | +42.1% | -43.9% | +86.0% | +46.4% |
| YTD | +20.4% | -35.7% | +56.1% | +22.6% |
| 1Y | +14.9% | -51.1% | +66.0% | +18.8% |
| 3Y | +90.1% | -54.7% | +144.8% | +92.5% |
| 5Y | +53.0% | -91.7% | +144.7% | +63.1% |
| All | +134.3% | -45.3% | +179.6% | +118.2% |
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