+13.5%
EQX vs NIO
-36.7%
+50.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.4% | +1.2% |
| 7D | -3.2% | -2.9% | -0.3% | -2.8% |
| 30D | +7.8% | -18.7% | +26.5% | +11.0% |
| 3M | +21.3% | -29.4% | +50.8% | +27.2% |
| 6M | -22.4% | -32.5% | +10.1% | -17.7% |
| YTD | -11.3% | -27.6% | +16.3% | -5.5% |
| 1Y | +13.5% | -39.2% | +52.7% | +23.9% |
| All | +13.5% | -36.7% | +50.2% | +23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling