+86.6%
EMR vs NIO
-59.9%
+146.4%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.9% | -6.1% | -0.6% |
| 7D | -1.6% | +5.6% | -7.2% | -2.0% |
| 30D | +2.0% | -4.2% | +6.2% | +2.3% |
| 3M | +3.8% | -26.3% | +30.1% | +6.1% |
| 6M | +10.5% | -42.5% | +53.1% | +14.8% |
| YTD | +23.7% | -33.5% | +57.2% | +26.6% |
| 1Y | +25.4% | -52.7% | +78.1% | +31.7% |
| 3Y | +86.6% | -57.5% | +144.0% | +90.7% |
| All | +86.6% | -59.9% | +146.4% | +90.7% |
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 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