+25.8%
ESI vs NIO
-52.6%
+78.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.9% | +3.7% | -1.0% |
| 7D | +8.3% | -4.7% | +13.0% | +9.3% |
| 30D | -10.4% | -14.3% | +3.9% | -7.7% |
| 3M | -13.2% | -32.8% | +19.7% | -6.5% |
| 6M | -23.9% | -49.8% | +26.0% | -13.2% |
| YTD | +34.2% | -40.2% | +74.4% | +47.5% |
| All | +25.8% | -52.6% | +78.5% | +50.2% |
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