-16.7%
ELAN vs NIO
-93.2%
+76.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.9% | +6.0% | +1.9% |
| 7D | +4.0% | -14.5% | +18.5% | +6.8% |
| 30D | +18.8% | -15.0% | +33.7% | +22.0% |
| 3M | +19.0% | -35.6% | +54.5% | +27.8% |
| 6M | +22.8% | -55.7% | +78.5% | +39.9% |
| YTD | +18.3% | -43.1% | +61.5% | +27.9% |
| 1Y | +21.8% | -53.5% | +75.3% | +36.0% |
| 3Y | +153.8% | -59.8% | +213.7% | +170.0% |
| All | -16.7% | -93.2% | +76.5% | +7.3% |
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