+98.0%
ED vs NIO
-46.0%
+144.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | -0.1% |
| 7D | -0.9% | -1.8% | +0.9% | -0.9% |
| 30D | +11.2% | -6.6% | +17.8% | +11.1% |
| 3M | +11.8% | -29.9% | +41.7% | +11.6% |
| 6M | +14.1% | -46.6% | +60.7% | +13.8% |
| YTD | +23.0% | -36.5% | +59.4% | +22.7% |
| 1Y | +23.7% | -51.1% | +74.8% | +23.3% |
| 3Y | +47.7% | -55.2% | +103.0% | +47.4% |
| 5Y | +82.6% | -92.3% | +174.9% | +80.5% |
| All | +98.0% | -46.0% | +144.0% | +94.3% |
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