+153.7%
AMZN vs NIO
-38.3%
+192.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.5% |
| 7D | -1.0% | -4.1% | +3.1% | -0.5% |
| 30D | -9.2% | -23.2% | +14.0% | -6.6% |
| 3M | +3.4% | -29.9% | +33.3% | +7.4% |
| 6M | +18.2% | -25.1% | +43.3% | +21.2% |
| YTD | +9.3% | -27.5% | +36.8% | +12.2% |
| 1Y | +5.9% | -41.1% | +47.0% | +10.8% |
| 3Y | +82.6% | -63.1% | +145.7% | +91.9% |
| 5Y | +44.9% | -90.4% | +135.3% | +64.7% |
| All | +153.7% | -38.3% | +192.0% | +146.7% |
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