-28.7%
ETHA vs NIO
-17.2%
-11.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.3% | +1.1% |
| 7D | +2.7% | -6.7% | +9.3% | +4.3% |
| 30D | +29.4% | -20.0% | +49.4% | +36.0% |
| 3M | +47.2% | -30.5% | +77.6% | +59.6% |
| 6M | +25.4% | -20.7% | +46.1% | +30.9% |
| YTD | -16.5% | -25.7% | +9.1% | -12.0% |
| 1Y | -42.3% | -38.6% | -3.8% | -36.4% |
| All | -28.7% | -17.2% | -11.4% | -33.3% |
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