-88.2%
ENPH vs NIO
-92.1%
+3.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.9% | -7.7% | -3.5% |
| 7D | +11.0% | +5.6% | +5.4% | +9.2% |
| 30D | -15.0% | -4.2% | -10.8% | -13.9% |
| 3M | -28.2% | -26.3% | -1.9% | -21.7% |
| 6M | -20.5% | -42.5% | +22.1% | -6.8% |
| YTD | -11.2% | -33.5% | +22.4% | -2.1% |
| 1Y | -8.7% | -52.7% | +44.0% | +11.1% |
| 3Y | -63.6% | -57.5% | -6.1% | -58.6% |
| All | -88.2% | -92.1% | +3.8% | -76.3% |
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 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