+46.0%
EQIX vs NIO
-92.2%
+138.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.6% | +3.5% | +4.1% |
| 7D | +6.1% | +6.9% | -0.8% | +5.4% |
| 30D | +2.8% | -4.7% | +7.5% | +3.3% |
| 3M | +1.6% | -28.1% | +29.7% | +4.8% |
| 6M | -0.7% | -41.7% | +41.0% | +4.3% |
| YTD | +39.7% | -33.1% | +72.9% | +43.7% |
| 1Y | +30.6% | -50.3% | +80.9% | +38.4% |
| 3Y | +48.4% | -54.4% | +102.8% | +51.7% |
| 5Y | +46.0% | -91.6% | +137.6% | +61.2% |
| All | +46.0% | -92.2% | +138.2% | +61.2% |
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