-3.2%
ENPH vs NIO
-38.9%
+35.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.4% | -3.1% | -4.9% |
| 7D | +3.4% | -4.1% | +7.5% | +4.4% |
| 30D | -10.3% | -23.2% | +13.0% | -4.9% |
| 3M | -31.4% | -29.9% | -1.5% | -25.9% |
| 6M | -10.1% | -25.1% | +15.0% | -5.2% |
| YTD | +14.6% | -27.5% | +42.0% | +22.5% |
| 1Y | -3.2% | -41.1% | +37.9% | +7.9% |
| All | -3.2% | -38.9% | +35.7% | +7.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling