+1,820.2%
AVGO vs NIO
-36.7%
+1,856.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.4% |
| 7D | -3.0% | -13.0% | +10.1% | -1.4% |
| 30D | -14.4% | -18.3% | +3.8% | -12.5% |
| 3M | -14.4% | -33.2% | +18.8% | -10.5% |
| 6M | +13.1% | -21.5% | +34.6% | +15.5% |
| YTD | +3.8% | -25.5% | +29.3% | +6.5% |
| 1Y | +17.8% | -38.0% | +55.8% | +22.7% |
| 3Y | +325.3% | -65.5% | +390.7% | +350.7% |
| 5Y | +689.9% | -90.6% | +780.5% | +803.7% |
| All | +1,820.2% | -36.7% | +1,856.9% | +1,620.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling