+8.5%
ETSY vs NIO
-62.3%
+70.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.3% | -4.6% | -4.8% |
| 7D | -10.9% | -6.7% | -4.3% | -10.3% |
| 30D | -14.9% | -20.0% | +5.2% | -13.1% |
| 3M | +5.8% | -30.5% | +36.3% | +9.3% |
| 6M | +29.1% | -20.7% | +49.8% | +30.6% |
| YTD | +31.3% | -25.7% | +57.0% | +33.6% |
| 1Y | +25.1% | -38.6% | +63.7% | +29.4% |
| 3Y | +8.5% | -62.3% | +70.7% | +10.1% |
| All | +8.5% | -62.3% | +70.8% | +10.1% |
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