+64.6%
EMR vs NIO
-64.6%
+129.2%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +1.9% |
| 7D | -1.5% | -13.0% | +11.5% | -0.5% |
| 30D | -5.6% | -18.3% | +12.7% | -4.2% |
| 3M | +7.9% | -33.2% | +41.2% | +11.2% |
| 6M | +6.0% | -21.5% | +27.5% | +7.4% |
| YTD | +16.4% | -25.5% | +41.9% | +18.3% |
| 1Y | +16.6% | -38.0% | +54.6% | +19.9% |
| All | +64.6% | -64.6% | +129.2% | +71.1% |
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