+7.5%
EMB vs NIO
-93.2%
+100.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.9% | +4.7% | 0.0% |
| 7D | -0.9% | -14.5% | +13.6% | -0.2% |
| 30D | +0.4% | -15.0% | +15.3% | +1.0% |
| 3M | -3.1% | -35.6% | +32.4% | -1.4% |
| 6M | -2.1% | -55.7% | +53.6% | +1.2% |
| YTD | -1.1% | -43.1% | +42.0% | +0.9% |
| 1Y | -0.1% | -53.5% | +53.5% | +2.8% |
| 3Y | +29.6% | -59.8% | +89.4% | +31.4% |
| All | +7.5% | -93.2% | +100.7% | +10.9% |
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