+24.2%
EW vs NIO
-53.4%
+77.6%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +3.0% | +1.8% |
| 7D | +6.5% | -1.8% | +8.3% | +6.6% |
| 30D | +22.5% | -6.6% | +29.1% | +22.8% |
| 3M | +13.0% | -29.9% | +42.8% | +14.9% |
| 6M | +37.1% | -46.6% | +83.7% | +41.9% |
| YTD | +24.1% | -36.5% | +60.6% | +26.5% |
| 1Y | +24.2% | -51.1% | +75.4% | +30.1% |
| All | +24.2% | -53.4% | +77.6% | +30.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling