+342.0%
EAT vs NIO
-90.7%
+432.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.1% | +0.8% |
| 7D | 0.0% | -13.0% | +13.1% | +1.9% |
| 30D | +1.9% | -18.3% | +20.2% | +4.6% |
| 3M | +68.7% | -33.2% | +101.9% | +77.6% |
| 6M | +66.9% | -21.5% | +88.4% | +70.3% |
| YTD | +60.4% | -25.5% | +85.9% | +64.5% |
| 1Y | +44.0% | -38.0% | +82.0% | +49.6% |
| 3Y | +604.7% | -65.5% | +670.1% | +661.9% |
| All | +342.0% | -90.7% | +432.7% | +426.9% |
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