+22.7%
EIX vs NIO
-90.7%
+113.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +0.9% |
| 7D | -19.1% | -13.0% | -6.1% | -18.4% |
| 30D | -16.9% | -18.3% | +1.4% | -16.0% |
| 3M | -20.0% | -33.2% | +13.2% | -18.2% |
| 6M | -21.3% | -21.5% | +0.2% | -20.6% |
| YTD | -1.7% | -25.5% | +23.8% | -0.6% |
| 1Y | +9.6% | -38.0% | +47.6% | +11.6% |
| 3Y | -3.7% | -65.5% | +61.8% | -0.9% |
| All | +22.7% | -90.7% | +113.4% | +25.2% |
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