+0.2%
ENTG vs NIO
-93.2%
+93.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.9% | +1.1% | -2.5% |
| 7D | +15.2% | -14.5% | +29.6% | +19.8% |
| 30D | -3.6% | -15.0% | +11.3% | +0.4% |
| 3M | -10.0% | -35.6% | +25.6% | +0.6% |
| 6M | +1.8% | -55.7% | +57.4% | +24.5% |
| YTD | +75.5% | -43.1% | +118.6% | +98.0% |
| 1Y | +82.4% | -53.5% | +135.9% | +116.4% |
| 3Y | +58.5% | -59.8% | +118.3% | +77.6% |
| All | +0.2% | -93.2% | +93.4% | +50.2% |
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