+72.4%
ENTG vs NIO
-37.4%
+109.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | +8.9% | -6.7% | +15.6% | +10.8% |
| 30D | -7.2% | -20.0% | +12.8% | -2.0% |
| 3M | +6.4% | -30.5% | +36.9% | +16.7% |
| 6M | +25.7% | -20.7% | +46.4% | +28.5% |
| YTD | +67.9% | -25.7% | +93.5% | +75.3% |
| 1Y | +72.4% | -38.6% | +110.9% | +108.7% |
| All | +72.4% | -37.4% | +109.7% | +108.7% |
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