+491.2%
ENPH vs NIO
-51.7%
+542.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.9% | +2.3% | -1.5% |
| 7D | -8.4% | -14.5% | +6.0% | -5.0% |
| 30D | -11.2% | -15.0% | +3.8% | -7.8% |
| 3M | -36.1% | -35.6% | -0.5% | -29.4% |
| 6M | -37.9% | -55.7% | +17.7% | -25.5% |
| YTD | -18.7% | -43.1% | +24.5% | -8.8% |
| 1Y | -9.8% | -53.5% | +43.7% | +5.6% |
| 3Y | -66.8% | -59.8% | -7.0% | -62.7% |
| 5Y | -89.6% | -93.2% | +3.6% | -84.5% |
| All | +491.2% | -51.7% | +542.8% | +532.6% |
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