+915.0%
EME vs NIO
-36.7%
+951.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +1.8% |
| 7D | +1.9% | -13.0% | +14.9% | +2.8% |
| 30D | -8.3% | -18.3% | +10.0% | -7.1% |
| 3M | -10.7% | -33.2% | +22.5% | -8.5% |
| 6M | +1.9% | -21.5% | +23.4% | +3.1% |
| YTD | +23.5% | -25.5% | +49.0% | +25.3% |
| 1Y | +18.0% | -38.0% | +56.0% | +20.8% |
| 3Y | +236.1% | -65.5% | +301.6% | +247.0% |
| 5Y | +527.9% | -90.6% | +618.5% | +576.0% |
| All | +915.0% | -36.7% | +951.6% | +819.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling