+23.1%
ED vs NIO
-53.2%
+76.3%
-10.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.9% | +6.0% | -0.1% |
| 7D | -1.7% | -4.7% | +3.0% | -1.9% |
| 30D | +10.7% | -14.3% | +25.0% | +10.0% |
| 3M | +11.6% | -32.8% | +44.5% | +10.0% |
| 6M | +13.5% | -49.8% | +63.3% | +11.4% |
| YTD | +23.1% | -40.2% | +63.3% | +21.3% |
| 1Y | +23.1% | -52.7% | +75.8% | +22.2% |
| All | +23.1% | -53.2% | +76.3% | +22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling