+174.5%
EQIX vs NIO
-36.7%
+211.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.5% |
| 6M | +7.9% | -21.5% | +29.4% | +8.8% |
| YTD | +37.3% | -25.5% | +62.8% | +38.7% |
| 1Y | +37.8% | -38.0% | +75.8% | +40.1% |
| 3Y | +42.0% | -65.5% | +107.4% | +45.5% |
| 5Y | +29.6% | -90.6% | +120.2% | +34.9% |
| All | +174.5% | -36.7% | +211.2% | +177.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling