-4.6%
EXPE vs NIO
-52.9%
+48.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.8% | +1.7% | -2.1% |
| 7D | -11.2% | +2.8% | -14.0% | -11.1% |
| 30D | -7.5% | -8.4% | +0.9% | -7.7% |
| 3M | -19.1% | -32.0% | +12.9% | -20.0% |
| 6M | +10.7% | -43.9% | +54.7% | +8.6% |
| YTD | -9.9% | -35.7% | +25.8% | -9.6% |
| 1Y | -4.6% | -51.1% | +46.5% | -2.4% |
| All | -4.6% | -52.9% | +48.3% | -2.4% |
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