+139.3%
ENB vs NIO
-36.7%
+175.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.8% |
| 7D | -0.2% | -13.0% | +12.8% | +0.5% |
| 30D | -2.2% | -18.3% | +16.0% | -1.3% |
| 3M | -10.5% | -33.2% | +22.7% | -8.8% |
| 6M | -5.1% | -21.5% | +16.4% | -4.3% |
| YTD | +9.0% | -25.5% | +34.4% | +10.0% |
| 1Y | +8.2% | -38.0% | +46.2% | +10.0% |
| 3Y | +67.8% | -65.5% | +133.2% | +71.9% |
| 5Y | +69.4% | -90.6% | +160.0% | +79.3% |
| All | +139.3% | -36.7% | +175.9% | +118.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling