+9.0%
AMZN vs NIO
-37.4%
+46.3%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | +0.8% | -6.7% | +7.5% | +1.7% |
| 30D | -6.4% | -20.0% | +13.7% | -3.7% |
| 3M | +4.8% | -30.5% | +35.3% | +9.5% |
| 6M | +20.5% | -20.7% | +41.2% | +23.3% |
| YTD | +11.3% | -25.7% | +37.0% | +15.0% |
| 1Y | +9.0% | -38.6% | +47.5% | +19.0% |
| All | +9.0% | -37.4% | +46.3% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling