+36.4%
EEM vs NIO
-38.9%
+75.3%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.1% |
| 7D | +2.0% | -4.1% | +6.1% | +2.7% |
| 30D | +5.1% | -23.2% | +28.3% | +9.7% |
| 3M | +4.6% | -29.9% | +34.5% | +10.8% |
| 6M | +17.8% | -25.1% | +42.9% | +23.3% |
| YTD | +25.8% | -27.5% | +53.3% | +31.9% |
| 1Y | +36.4% | -41.1% | +77.5% | +49.8% |
| All | +36.4% | -38.9% | +75.3% | +49.8% |
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