-31.3%
EFX vs NIO
-92.1%
+60.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +5.9% | -8.1% | -2.8% |
| 7D | +2.7% | +5.6% | -2.9% | +2.1% |
| 30D | +33.1% | -4.2% | +37.3% | +33.6% |
| 3M | +8.2% | -26.3% | +34.5% | +11.2% |
| 6M | +10.2% | -42.5% | +52.7% | +15.6% |
| YTD | -11.8% | -33.5% | +21.7% | -9.4% |
| 1Y | -6.1% | -52.7% | +46.6% | -0.2% |
| 3Y | +7.5% | -57.5% | +65.0% | +10.7% |
| All | -31.3% | -92.1% | +60.8% | -23.2% |
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