+486.8%
ASX vs NIO
-93.2%
+580.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.9% | +2.9% | -1.1% |
| 7D | +12.4% | -14.5% | +26.8% | +15.6% |
| 30D | -19.8% | -15.0% | -4.8% | -17.3% |
| 3M | -10.3% | -35.6% | +25.2% | -3.0% |
| 6M | +1.2% | -55.7% | +56.9% | +16.7% |
| YTD | +123.0% | -43.1% | +166.2% | +143.7% |
| 1Y | +145.4% | -53.5% | +199.0% | +177.3% |
| 3Y | +368.6% | -59.8% | +428.5% | +406.6% |
| All | +486.8% | -93.2% | +580.0% | +610.9% |
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 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