+160.1%
EMR vs NIO
-46.0%
+206.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.2% |
| 7D | -2.0% | -1.8% | -0.2% | -1.9% |
| 30D | +2.8% | -6.6% | +9.5% | +3.3% |
| 3M | +2.0% | -29.9% | +31.8% | +4.6% |
| 6M | +20.7% | -46.6% | +67.3% | +26.0% |
| YTD | +27.3% | -36.5% | +63.8% | +30.7% |
| 1Y | +31.0% | -51.1% | +82.1% | +37.0% |
| 3Y | +103.6% | -55.2% | +158.9% | +107.7% |
| 5Y | +88.6% | -92.3% | +180.9% | +108.0% |
| All | +160.1% | -46.0% | +206.1% | +131.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling