+16.2%
ENTG vs NIO
-90.7%
+106.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.6% | +7.7% | +6.5% |
| 7D | +2.8% | -13.0% | +15.9% | +6.5% |
| 30D | -4.7% | -18.3% | +13.6% | +0.2% |
| 3M | -0.7% | -33.2% | +32.5% | +9.8% |
| 6M | +7.7% | -21.5% | +29.2% | +12.2% |
| YTD | +65.1% | -25.5% | +90.6% | +74.0% |
| 1Y | +74.8% | -38.0% | +112.8% | +92.1% |
| 3Y | +36.9% | -65.5% | +102.4% | +60.0% |
| All | +16.2% | -90.7% | +106.9% | +69.6% |
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