+48.6%
AMZN vs NIO
-92.1%
+140.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.9% | -6.3% | -1.3% |
| 7D | +7.9% | +5.6% | +2.3% | +6.9% |
| 30D | -0.2% | -4.2% | +4.0% | +0.4% |
| 3M | -4.8% | -26.3% | +21.5% | 0.0% |
| 6M | -5.7% | -42.5% | +36.8% | +2.7% |
| YTD | +12.3% | -33.5% | +45.9% | +18.2% |
| 1Y | +6.7% | -52.7% | +59.3% | +18.6% |
| 3Y | +85.6% | -57.5% | +143.0% | +96.1% |
| All | +48.6% | -92.1% | +140.7% | +84.3% |
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