-76.2%
ENPH vs NIO
-90.3%
+14.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.3% | +7.0% | +6.8% |
| 7D | +9.3% | -6.7% | +15.9% | +11.4% |
| 30D | -7.3% | -20.0% | +12.8% | -1.1% |
| 3M | -31.7% | -30.5% | -1.3% | -24.1% |
| 6M | -3.5% | -20.7% | +17.2% | +1.7% |
| YTD | +21.2% | -25.7% | +46.8% | +29.5% |
| 1Y | +0.1% | -38.6% | +38.6% | +11.4% |
| 3Y | -67.7% | -62.3% | -5.5% | -62.1% |
| 5Y | -76.2% | -90.1% | +13.8% | -57.4% |
| All | -76.2% | -90.3% | +14.1% | -57.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling