+39.2%
ESI vs NIO
-37.4%
+76.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.8% | +0.6% |
| 7D | +5.4% | -6.7% | +12.0% | +6.7% |
| 30D | -4.2% | -20.0% | +15.8% | -0.3% |
| 3M | -9.6% | -30.5% | +20.8% | -3.5% |
| 6M | +18.3% | -20.7% | +39.0% | +22.4% |
| YTD | +45.8% | -25.7% | +71.5% | +52.7% |
| 1Y | +39.2% | -38.6% | +77.7% | +56.3% |
| All | +39.2% | -37.4% | +76.5% | +56.3% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling