+401.9%
EME vs NIO
-92.0%
+493.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.8% | +2.7% | -0.8% |
| 7D | -8.8% | +2.8% | -11.6% | -9.0% |
| 30D | -18.2% | -8.4% | -9.8% | -17.6% |
| 3M | -20.2% | -32.0% | +11.7% | -17.8% |
| 6M | -29.9% | -43.9% | +14.0% | -26.8% |
| YTD | +5.7% | -35.7% | +41.4% | +8.8% |
| 1Y | -1.5% | -51.1% | +49.7% | +3.4% |
| 3Y | +208.4% | -54.7% | +263.1% | +215.3% |
| 5Y | +401.9% | -91.7% | +493.6% | +461.6% |
| All | +401.9% | -92.0% | +493.9% | +461.6% |
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