+278.5%
AVGO vs NIO
-60.1%
+338.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.9% | +0.2% | -4.2% |
| 7D | +18.2% | -14.5% | +32.6% | +20.3% |
| 30D | +0.2% | -15.0% | +15.2% | +2.1% |
| 3M | -16.8% | -35.6% | +18.8% | -12.5% |
| 6M | -16.5% | -55.7% | +39.2% | -8.6% |
| YTD | +0.8% | -43.1% | +44.0% | +6.8% |
| 1Y | +2.8% | -53.5% | +56.4% | +11.0% |
| 3Y | +278.5% | -59.8% | +338.4% | +293.4% |
| All | +278.5% | -60.1% | +338.7% | +293.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling