+122.5%
ET vs NIO
-45.3%
+167.8%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.8% | +5.6% | +2.0% |
| 7D | -1.9% | +2.8% | -4.7% | -2.1% |
| 30D | -3.1% | -8.4% | +5.3% | -2.6% |
| 3M | -3.9% | -32.0% | +28.0% | -1.7% |
| 6M | +4.0% | -43.9% | +47.9% | +7.5% |
| YTD | +26.4% | -35.7% | +62.1% | +28.9% |
| 1Y | +24.9% | -51.1% | +76.0% | +29.6% |
| 3Y | +85.2% | -54.7% | +139.9% | +87.5% |
| 5Y | +218.3% | -91.7% | +310.0% | +246.4% |
| All | +122.5% | -45.3% | +167.8% | +103.4% |
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