+99.5%
EWY vs NIO
-92.2%
+191.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.6% | +3.1% | +3.6% |
| 7D | -6.3% | +6.9% | -13.2% | -7.2% |
| 30D | -19.8% | -4.7% | -15.1% | -19.2% |
| 3M | -14.4% | -28.1% | +13.6% | -10.2% |
| 6M | -25.3% | -41.7% | +16.4% | -19.3% |
| YTD | +46.2% | -33.1% | +79.3% | +54.3% |
| 1Y | +58.3% | -50.3% | +108.6% | +73.5% |
| 3Y | +155.0% | -54.4% | +209.3% | +167.8% |
| 5Y | +99.5% | -91.6% | +191.1% | +146.2% |
| All | +99.5% | -92.2% | +191.6% | +146.2% |
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