+75.4%
ET vs NIO
-59.9%
+135.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.9% | -5.6% | +0.2% |
| 7D | -7.9% | +5.6% | -13.5% | -8.1% |
| 30D | -5.9% | -4.2% | -1.7% | -5.8% |
| 3M | -5.2% | -26.3% | +21.1% | -4.2% |
| 6M | +0.3% | -42.5% | +42.8% | +2.4% |
| YTD | +23.1% | -33.5% | +56.6% | +24.5% |
| 1Y | +22.7% | -52.7% | +75.4% | +26.3% |
| 3Y | +75.4% | -57.5% | +132.8% | +76.1% |
| All | +75.4% | -59.9% | +135.3% | +76.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling