+89.7%
EWT vs NIO
-38.9%
+128.6%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.6% |
| 7D | +2.1% | -4.1% | +6.3% | +2.8% |
| 30D | +9.4% | -23.2% | +32.6% | +13.9% |
| 3M | +10.9% | -29.9% | +40.8% | +17.1% |
| 6M | +57.9% | -25.1% | +83.0% | +65.0% |
| YTD | +75.9% | -27.5% | +103.4% | +84.1% |
| 1Y | +89.7% | -41.1% | +130.8% | +111.4% |
| All | +89.7% | -38.9% | +128.6% | +111.4% |
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