+52.5%
ALLE vs NIO
-92.6%
+145.1%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.0% | +0.2% | -2.6% |
| 7D | 0.0% | -3.6% | +3.7% | +0.3% |
| 30D | +20.6% | -8.0% | +28.6% | +21.3% |
| 3M | +11.4% | -31.2% | +42.6% | +14.6% |
| 6M | +42.5% | -45.8% | +88.3% | +49.2% |
| YTD | +18.9% | -37.3% | +56.1% | +22.2% |
| 1Y | +14.2% | -56.1% | +70.3% | +20.9% |
| 3Y | +90.7% | -61.1% | +151.8% | +96.9% |
| 5Y | +52.5% | -92.4% | +144.9% | +61.1% |
| All | +52.5% | -92.6% | +145.1% | +61.1% |
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