-9.3%
EFX vs NIO
-53.2%
+43.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.9% | +5.0% | -0.7% |
| 7D | -3.6% | -4.7% | +1.0% | -3.5% |
| 30D | +25.3% | -14.3% | +39.6% | +25.8% |
| 3M | +3.8% | -32.8% | +36.6% | +4.4% |
| 6M | +12.7% | -49.8% | +62.6% | +13.6% |
| YTD | -13.1% | -40.2% | +27.1% | -12.7% |
| 1Y | -9.3% | -52.7% | +43.4% | -6.6% |
| All | -9.3% | -53.2% | +43.9% | -6.6% |
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 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