+243.0%
ETR vs NIO
-36.8%
+279.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.4% | +1.2% |
| 7D | +1.4% | -6.7% | +8.1% | +1.5% |
| 30D | +1.9% | -20.0% | +21.9% | +2.1% |
| 3M | +1.0% | -30.5% | +31.4% | +1.4% |
| 6M | +4.8% | -20.7% | +25.6% | +5.0% |
| YTD | +19.5% | -25.7% | +45.2% | +19.8% |
| 1Y | +28.1% | -38.6% | +66.7% | +28.7% |
| 3Y | +151.1% | -62.3% | +213.4% | +152.2% |
| 5Y | +125.2% | -90.1% | +215.2% | +127.3% |
| All | +243.0% | -36.8% | +279.9% | +229.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling