+118.6%
ET vs NIO
-43.2%
+161.8%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.9% |
| 7D | -4.4% | +6.9% | -11.3% | -4.9% |
| 30D | -4.8% | -4.7% | 0.0% | -4.5% |
| 3M | -3.4% | -28.1% | +24.6% | -1.6% |
| 6M | +2.2% | -41.7% | +43.9% | +5.3% |
| YTD | +24.2% | -33.1% | +57.3% | +26.4% |
| 1Y | +24.5% | -50.3% | +74.8% | +29.0% |
| 3Y | +83.6% | -54.4% | +138.0% | +85.9% |
| 5Y | +203.4% | -91.6% | +295.0% | +230.0% |
| All | +118.6% | -43.2% | +161.8% | +99.4% |
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