+96.6%
ED vs NIO
-43.2%
+139.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.1% |
| 7D | -0.1% | +6.9% | -7.0% | 0.0% |
| 30D | +11.6% | -4.7% | +16.3% | +11.6% |
| 3M | +10.5% | -28.1% | +38.6% | +10.4% |
| 6M | +13.2% | -41.7% | +54.9% | +13.0% |
| YTD | +22.1% | -33.1% | +55.3% | +21.9% |
| 1Y | +24.2% | -50.3% | +74.4% | +23.8% |
| 3Y | +46.9% | -54.4% | +101.3% | +46.6% |
| 5Y | +80.8% | -91.6% | +172.4% | +78.9% |
| All | +96.6% | -43.2% | +139.8% | +93.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling