+159.8%
AMZN vs NIO
-36.7%
+196.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | 0.0% |
| 7D | -3.0% | -13.0% | +10.1% | -1.5% |
| 30D | -5.2% | -18.3% | +13.1% | -3.1% |
| 3M | +1.9% | -33.2% | +35.1% | +6.4% |
| 6M | +19.2% | -21.5% | +40.7% | +21.6% |
| YTD | +12.0% | -25.5% | +37.5% | +14.6% |
| 1Y | +9.7% | -38.0% | +47.7% | +14.1% |
| 3Y | +87.2% | -65.5% | +152.6% | +98.2% |
| 5Y | +48.7% | -90.6% | +139.2% | +69.0% |
| All | +159.8% | -36.7% | +196.5% | +151.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling