+103.3%
EMR vs NIO
-60.1%
+163.4%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +5.0% | +0.4% |
| 7D | +2.8% | -14.5% | +17.3% | +4.1% |
| 30D | +3.7% | -15.0% | +18.6% | +4.9% |
| 3M | +2.0% | -35.6% | +37.6% | +5.4% |
| 6M | +22.1% | -55.7% | +77.8% | +29.5% |
| YTD | +27.2% | -43.1% | +70.4% | +31.8% |
| 1Y | +32.0% | -53.5% | +85.5% | +38.8% |
| 3Y | +103.3% | -59.8% | +163.1% | +111.3% |
| All | +103.3% | -60.1% | +163.4% | +111.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling