+136.3%
ALLE vs NIO
-46.0%
+182.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.1% | +0.9% |
| 7D | -0.8% | -1.8% | +1.0% | -0.7% |
| 30D | +27.4% | -6.6% | +34.0% | +27.8% |
| 3M | +13.8% | -29.9% | +43.7% | +16.1% |
| 6M | +45.5% | -46.6% | +92.1% | +50.4% |
| YTD | +21.4% | -36.5% | +57.9% | +23.7% |
| 1Y | +15.4% | -51.1% | +66.5% | +19.3% |
| 3Y | +91.7% | -55.2% | +147.0% | +94.2% |
| 5Y | +54.5% | -92.3% | +146.9% | +65.3% |
| All | +136.3% | -46.0% | +182.3% | +120.2% |
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