+372.3%
EAT vs NIO
-92.1%
+464.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +5.9% | -8.8% | -3.7% |
| 7D | -2.6% | +5.6% | -8.3% | -3.4% |
| 30D | +11.5% | -4.2% | +15.7% | +12.1% |
| 3M | -9.1% | -26.3% | +17.2% | -5.5% |
| 6M | +40.4% | -42.5% | +83.0% | +50.2% |
| YTD | +43.9% | -33.5% | +77.5% | +49.7% |
| 1Y | +101.9% | -52.7% | +154.6% | +119.9% |
| 3Y | +489.9% | -57.5% | +547.3% | +511.6% |
| All | +372.3% | -92.1% | +464.3% | +440.2% |
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