+156.4%
EWT vs NIO
-90.3%
+246.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +1.6% | -6.7% | +8.3% | +2.5% |
| 30D | +8.2% | -20.0% | +28.2% | +11.1% |
| 3M | +11.1% | -30.5% | +41.5% | +16.0% |
| 6M | +60.4% | -20.7% | +81.2% | +64.1% |
| YTD | +75.6% | -25.7% | +101.3% | +80.6% |
| 1Y | +91.3% | -38.6% | +129.9% | +100.4% |
| 3Y | +200.3% | -62.3% | +262.5% | +217.1% |
| 5Y | +156.4% | -90.1% | +246.4% | +194.3% |
| All | +156.4% | -90.3% | +246.7% | +194.3% |
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