+188.1%
ESI vs NIO
-40.3%
+228.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.2% | -1.3% | -4.2% |
| 7D | -2.3% | -7.3% | +4.9% | -1.5% |
| 30D | -9.0% | -22.5% | +13.5% | -6.6% |
| 3M | -13.3% | -30.9% | +17.6% | -9.9% |
| 6M | +5.3% | -37.2% | +42.5% | +10.1% |
| YTD | +37.6% | -29.8% | +67.4% | +41.9% |
| 1Y | +33.6% | -37.4% | +71.0% | +39.0% |
| 3Y | +75.8% | -64.3% | +140.1% | +85.3% |
| 5Y | +68.6% | -90.6% | +159.2% | +89.6% |
| All | +188.1% | -40.3% | +228.4% | +171.7% |
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