+17.4%
ALLE vs NIO
-90.7%
+108.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.1% |
| 7D | -0.2% | -13.0% | +12.8% | +0.9% |
| 30D | -6.8% | -18.3% | +11.5% | -5.3% |
| 3M | +21.0% | -33.2% | +54.3% | +24.8% |
| 6M | +1.1% | -21.5% | +22.6% | +2.3% |
| YTD | -0.5% | -25.5% | +25.0% | +0.9% |
| 1Y | -7.3% | -38.0% | +30.8% | -4.9% |
| 3Y | +42.3% | -65.5% | +107.7% | +48.8% |
| All | +17.4% | -90.7% | +108.1% | +24.2% |
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 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