+36.8%
ETSY vs NIO
-56.9%
+93.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.8% | +1.6% | -1.8% |
| 7D | -3.7% | +2.8% | -6.6% | -4.0% |
| 30D | +12.8% | -8.4% | +21.1% | +13.7% |
| 3M | +7.6% | -32.0% | +39.5% | +11.4% |
| 6M | +34.4% | -43.9% | +78.3% | +41.3% |
| YTD | +56.0% | -35.7% | +91.7% | +60.8% |
| 1Y | +43.6% | -51.1% | +94.7% | +52.4% |
| 3Y | +36.8% | -54.7% | +91.5% | +42.2% |
| All | +36.8% | -56.9% | +93.7% | +42.2% |
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