-29.2%
ETHA vs NIO
-19.2%
-10.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.6% | -0.2% |
| 7D | +2.9% | -4.1% | +7.1% | +4.0% |
| 30D | +31.4% | -23.2% | +54.6% | +39.5% |
| 3M | +48.9% | -29.9% | +78.8% | +61.2% |
| 6M | +20.9% | -25.1% | +46.0% | +27.8% |
| YTD | -17.2% | -27.5% | +10.3% | -12.2% |
| 1Y | -42.8% | -41.1% | -1.7% | -36.3% |
| All | -29.2% | -19.2% | -10.0% | -33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling