+177.9%
ESI vs NIO
-43.2%
+221.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.6% | +4.5% | +5.1% |
| 7D | -3.5% | +6.9% | -10.4% | -4.2% |
| 30D | -9.3% | -4.7% | -4.5% | -8.8% |
| 3M | -12.8% | -28.1% | +15.3% | -9.8% |
| 6M | -24.6% | -41.7% | +17.1% | -20.4% |
| YTD | +32.7% | -33.1% | +65.9% | +37.5% |
| 1Y | +20.3% | -50.3% | +70.6% | +28.3% |
| 3Y | +80.2% | -54.4% | +134.5% | +86.0% |
| 5Y | +40.0% | -91.6% | +131.6% | +59.0% |
| All | +177.9% | -43.2% | +221.1% | +163.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling