+42.3%
EQIX vs NIO
-62.6%
+105.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.4% |
| 7D | -0.8% | -13.0% | +12.2% | -0.1% |
| 30D | -1.4% | -18.3% | +16.8% | -0.4% |
| 3M | -4.4% | -33.2% | +28.8% | -2.3% |
| 6M | +7.9% | -21.5% | +29.4% | +8.8% |
| YTD | +37.3% | -25.5% | +62.8% | +38.6% |
| 1Y | +37.8% | -38.0% | +75.8% | +40.2% |
| All | +42.3% | -62.6% | +105.0% | +50.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling