+415.3%
ASX vs NIO
-92.1%
+507.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +5.9% | +0.5% | +5.3% |
| 7D | -19.9% | +5.6% | -25.5% | -20.6% |
| 30D | -30.9% | -4.2% | -26.6% | -30.2% |
| 3M | -15.1% | -26.3% | +11.2% | -10.4% |
| 6M | -6.5% | -42.5% | +36.1% | +2.9% |
| YTD | +98.4% | -33.5% | +132.0% | +110.9% |
| 1Y | +107.9% | -52.7% | +160.5% | +134.0% |
| 3Y | +325.3% | -57.5% | +382.7% | +356.3% |
| All | +415.3% | -92.1% | +507.4% | +546.4% |
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