+24.5%
ED vs NIO
-51.1%
+75.6%
-10.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.1% |
| 7D | -0.1% | +6.9% | -7.0% | +0.2% |
| 30D | +11.6% | -4.7% | +16.3% | +11.4% |
| 3M | +10.5% | -28.1% | +38.6% | +9.2% |
| 6M | +13.2% | -41.7% | +54.9% | +11.6% |
| YTD | +22.1% | -33.1% | +55.3% | +20.9% |
| All | +24.5% | -51.1% | +75.6% | +24.0% |
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 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