+1,052.3%
ASX vs NIO
-46.0%
+1,098.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.2% | +7.8% | +6.8% |
| 7D | +0.8% | -1.8% | +2.6% | +1.2% |
| 30D | -20.4% | -6.6% | -13.8% | -19.6% |
| 3M | -2.1% | -29.9% | +27.7% | +2.4% |
| 6M | +8.2% | -46.6% | +54.8% | +17.0% |
| YTD | +137.3% | -36.5% | +173.7% | +149.4% |
| 1Y | +155.0% | -51.1% | +206.1% | +176.5% |
| 3Y | +397.9% | -55.2% | +453.2% | +419.5% |
| 5Y | +529.2% | -92.3% | +621.6% | +651.7% |
| All | +1,052.3% | -46.0% | +1,098.3% | +1,020.9% |
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 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