+230.2%
EWY vs NIO
-62.3%
+292.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.8% | +0.6% |
| 7D | +8.0% | -6.7% | +14.7% | +9.0% |
| 30D | +14.3% | -20.0% | +34.4% | +17.8% |
| 3M | +2.3% | -30.5% | +32.8% | +7.3% |
| 6M | +49.9% | -20.7% | +70.6% | +54.8% |
| YTD | +95.3% | -25.7% | +121.0% | +102.9% |
| 1Y | +161.7% | -38.6% | +200.3% | +176.6% |
| 3Y | +230.2% | -62.3% | +292.4% | +250.8% |
| All | +230.2% | -62.3% | +292.5% | +250.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling