+18.6%
EIX vs NIO
-93.2%
+111.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.9% | +5.2% | +0.6% |
| 7D | +1.4% | -14.5% | +15.8% | +2.3% |
| 30D | +8.5% | -15.0% | +23.5% | +9.5% |
| 3M | -13.5% | -35.6% | +22.1% | -11.3% |
| 6M | -12.4% | -55.7% | +43.3% | -8.3% |
| YTD | +5.9% | -43.1% | +49.0% | +8.8% |
| 1Y | +7.6% | -53.5% | +61.1% | +11.8% |
| 3Y | +12.8% | -59.8% | +72.6% | +15.0% |
| All | +18.6% | -93.2% | +111.8% | +23.8% |
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 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