-67.1%
ETSY vs NIO
-90.3%
+23.1%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.1% | -1.6% |
| 7D | -12.9% | -4.1% | -8.7% | -11.9% |
| 30D | -11.5% | -23.2% | +11.8% | -5.6% |
| 3M | +3.5% | -29.9% | +33.5% | +12.5% |
| 6M | +27.6% | -25.1% | +52.7% | +33.5% |
| YTD | +28.4% | -27.5% | +55.9% | +34.9% |
| 1Y | +27.1% | -41.1% | +68.2% | +39.0% |
| 3Y | +6.0% | -63.1% | +69.2% | +19.4% |
| 5Y | -67.1% | -90.4% | +23.2% | -45.6% |
| All | -67.1% | -90.3% | +23.1% | -45.6% |
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 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