+474.0%
AVGO vs NIO
-92.1%
+566.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.9% | -5.2% | -0.1% |
| 7D | -9.9% | +5.6% | -15.5% | -10.6% |
| 30D | -22.0% | -4.2% | -17.8% | -21.5% |
| 3M | -30.0% | -26.3% | -3.7% | -27.1% |
| 6M | -30.7% | -42.5% | +11.8% | -25.5% |
| YTD | -14.7% | -33.5% | +18.9% | -10.6% |
| 1Y | -16.8% | -52.7% | +35.9% | -8.9% |
| 3Y | +244.4% | -57.5% | +301.9% | +261.4% |
| All | +474.0% | -92.1% | +566.1% | +577.1% |
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 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