+1,877.4%
AVGO vs NIO
-36.8%
+1,914.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.2% | +3.0% |
| 7D | -0.3% | -6.7% | +6.3% | +0.5% |
| 30D | -13.8% | -20.0% | +6.2% | -11.7% |
| 3M | -6.9% | -30.5% | +23.5% | -3.2% |
| 6M | +11.9% | -20.7% | +32.6% | +14.2% |
| YTD | +6.9% | -25.7% | +32.6% | +9.7% |
| 1Y | +7.4% | -38.6% | +46.0% | +12.1% |
| 3Y | +345.6% | -62.3% | +407.8% | +367.5% |
| 5Y | +718.9% | -90.1% | +808.9% | +832.4% |
| All | +1,877.4% | -36.8% | +1,914.2% | +1,672.1% |
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