+12.6%
EWJ vs NIO
-52.8%
+65.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.8% | +2.6% | -0.6% |
| 7D | -2.4% | +2.8% | -5.2% | -2.8% |
| 30D | -7.6% | -8.4% | +0.7% | -6.4% |
| 3M | -5.9% | -32.0% | +26.1% | -0.6% |
| 6M | -1.5% | -43.9% | +42.5% | +7.0% |
| YTD | +12.6% | -35.7% | +48.2% | +19.1% |
| All | +12.6% | -52.8% | +65.4% | +24.7% |
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