+104.3%
EFA vs NIO
-38.3%
+142.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -1.0% |
| 7D | -0.5% | -4.1% | +3.7% | -0.2% |
| 30D | -1.3% | -23.2% | +21.9% | +0.4% |
| 3M | +5.2% | -29.9% | +35.1% | +7.7% |
| 6M | +9.4% | -25.1% | +34.5% | +11.1% |
| YTD | +12.7% | -27.5% | +40.2% | +14.6% |
| 1Y | +19.3% | -41.1% | +60.4% | +22.6% |
| 3Y | +66.3% | -63.1% | +129.5% | +71.3% |
| 5Y | +53.4% | -90.4% | +143.7% | +64.7% |
| All | +104.3% | -38.3% | +142.7% | +92.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling