+70.3%
ED vs NIO
-90.7%
+161.0%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.2% | -1.3% |
| 7D | -0.2% | -13.0% | +12.9% | -0.2% |
| 30D | -0.1% | -18.3% | +18.1% | -0.2% |
| 3M | +3.9% | -33.2% | +37.1% | +3.9% |
| 6M | -3.0% | -21.5% | +18.5% | -3.1% |
| YTD | +10.7% | -25.5% | +36.2% | +10.6% |
| 1Y | +13.3% | -38.0% | +51.4% | +13.2% |
| 3Y | +34.5% | -65.5% | +99.9% | +34.5% |
| All | +70.3% | -90.7% | +161.0% | +59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling