+19.1%
EME vs NIO
-35.5%
+54.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.4% | -0.1% | -2.0% |
| 7D | +2.7% | -4.1% | +6.9% | +3.5% |
| 30D | -6.8% | -23.2% | +16.4% | -2.4% |
| 3M | -8.8% | -29.9% | +21.1% | -3.1% |
| 6M | +5.0% | -25.1% | +30.1% | +8.1% |
| YTD | +23.5% | -27.5% | +50.9% | +27.4% |
| All | +19.1% | -35.5% | +54.7% | +37.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling