+1,617.2%
AVGO vs NIO
-43.2%
+1,660.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.6% | +8.2% | +8.7% |
| 7D | -0.9% | +6.9% | -7.7% | -1.6% |
| 30D | -11.6% | -4.7% | -6.9% | -11.1% |
| 3M | -25.2% | -28.1% | +2.9% | -22.4% |
| 6M | -25.4% | -41.7% | +16.3% | -21.0% |
| YTD | -7.2% | -33.1% | +26.0% | -3.6% |
| 1Y | -7.9% | -50.3% | +42.4% | -1.3% |
| 3Y | +262.1% | -54.4% | +316.5% | +273.6% |
| 5Y | +525.7% | -91.6% | +617.3% | +626.2% |
| All | +1,617.2% | -43.2% | +1,660.4% | +1,457.4% |
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 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