+49.6%
ED vs NIO
-58.0%
+107.6%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.9% | +6.0% | 0.0% |
| 7D | -1.7% | -4.7% | +3.0% | -1.8% |
| 30D | +10.7% | -14.3% | +25.0% | +10.4% |
| 3M | +11.6% | -32.8% | +44.5% | +11.0% |
| 6M | +13.5% | -49.8% | +63.3% | +12.6% |
| YTD | +23.1% | -40.2% | +63.3% | +22.4% |
| 1Y | +23.1% | -52.7% | +75.8% | +22.1% |
| All | +49.6% | -58.0% | +107.6% | +48.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling