+190.4%
ETN vs NIO
-90.3%
+280.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.1% | +0.9% | +3.7% |
| 7D | +3.5% | -2.9% | +6.4% | +3.8% |
| 30D | -7.5% | -18.7% | +11.2% | -5.7% |
| 3M | +8.3% | -29.4% | +37.8% | +11.8% |
| 6M | +20.2% | -32.5% | +52.7% | +24.2% |
| YTD | +34.7% | -27.6% | +62.3% | +38.0% |
| 1Y | +19.4% | -39.2% | +58.7% | +23.9% |
| 3Y | +85.5% | -64.3% | +149.8% | +93.8% |
| All | +190.4% | -90.3% | +280.7% | +222.3% |
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 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