+432.3%
ASX vs NIO
-90.7%
+523.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.5% |
| 7D | -0.7% | -13.0% | +12.3% | +1.8% |
| 30D | +2.0% | -18.3% | +20.3% | +5.7% |
| 3M | -1.3% | -33.2% | +31.9% | +6.1% |
| 6M | +71.4% | -21.5% | +92.9% | +77.3% |
| YTD | +135.3% | -25.5% | +160.8% | +145.0% |
| 1Y | +267.5% | -38.0% | +305.5% | +293.3% |
| 3Y | +388.5% | -65.5% | +453.9% | +446.7% |
| All | +432.3% | -90.7% | +523.0% | +612.8% |
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