+10.5%
EMR vs NIO
-41.8%
+52.3%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.9% | -6.1% | -0.5% |
| 7D | -1.6% | +5.6% | -7.2% | -1.9% |
| 30D | +2.0% | -4.2% | +6.2% | +1.9% |
| 3M | +3.8% | -26.3% | +30.1% | +3.0% |
| 6M | +10.5% | -42.5% | +53.1% | +9.3% |
| All | +10.5% | -41.8% | +52.3% | +9.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling