+239.0%
ETR vs NIO
-36.7%
+275.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.5% |
| 7D | +1.4% | -13.0% | +14.5% | +1.6% |
| 30D | +1.0% | -18.3% | +19.3% | +1.2% |
| 3M | -1.3% | -33.2% | +32.0% | -0.8% |
| 6M | +1.9% | -21.5% | +23.4% | +2.1% |
| YTD | +18.2% | -25.5% | +43.6% | +18.4% |
| 1Y | +24.7% | -38.0% | +62.7% | +25.2% |
| 3Y | +150.7% | -65.5% | +216.1% | +152.0% |
| 5Y | +127.0% | -90.6% | +217.6% | +129.3% |
| All | +239.0% | -36.7% | +275.7% | +225.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling