+141.1%
ENB vs NIO
-36.8%
+178.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.0% | +0.8% |
| 7D | -0.5% | -6.7% | +6.2% | -0.1% |
| 30D | -0.2% | -20.0% | +19.8% | +0.9% |
| 3M | -7.5% | -30.5% | +22.9% | -5.9% |
| 6M | -4.1% | -20.7% | +16.6% | -3.4% |
| YTD | +9.8% | -25.7% | +35.5% | +10.9% |
| 1Y | +8.7% | -38.6% | +47.3% | +10.5% |
| 3Y | +79.0% | -62.3% | +141.2% | +82.6% |
| 5Y | +69.1% | -90.1% | +159.2% | +78.5% |
| All | +141.1% | -36.8% | +178.0% | +120.0% |
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