+6.2%
EXE vs NIO
-37.4%
+43.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.3% |
| 7D | -1.8% | -6.7% | +4.9% | -1.7% |
| 30D | +6.4% | -20.0% | +26.4% | +6.8% |
| 3M | +9.2% | -30.5% | +39.7% | +10.0% |
| 6M | -7.0% | -20.7% | +13.7% | -7.5% |
| YTD | -9.5% | -25.7% | +16.2% | -9.5% |
| 1Y | +6.2% | -38.6% | +44.8% | +12.2% |
| All | +6.2% | -37.4% | +43.6% | +12.2% |
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 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