+84.2%
ET vs NIO
-60.1%
+144.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.8% | +0.1% |
| 7D | +2.5% | -14.5% | +17.0% | +3.1% |
| 30D | -2.5% | -15.0% | +12.5% | -1.9% |
| 3M | -4.9% | -35.6% | +30.7% | -3.3% |
| 6M | -0.1% | -55.7% | +55.6% | +3.1% |
| YTD | +26.2% | -43.1% | +69.4% | +28.3% |
| 1Y | +25.2% | -53.5% | +78.7% | +28.6% |
| 3Y | +84.2% | -59.8% | +144.0% | +84.8% |
| All | +84.2% | -60.1% | +144.3% | +84.8% |
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