+711.1%
AVGO vs NIO
-90.3%
+801.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.2% | -0.8% |
| 7D | -0.8% | -4.1% | +3.4% | -0.2% |
| 30D | -13.7% | -23.2% | +9.5% | -10.6% |
| 3M | -6.9% | -29.9% | +23.0% | -2.4% |
| 6M | +5.8% | -25.1% | +30.9% | +9.2% |
| YTD | +5.7% | -27.5% | +33.1% | +9.4% |
| 1Y | +9.0% | -41.1% | +50.1% | +15.6% |
| 3Y | +340.5% | -63.1% | +403.7% | +371.0% |
| 5Y | +711.1% | -90.4% | +801.4% | +858.2% |
| All | +711.1% | -90.3% | +801.3% | +858.2% |
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