+18.9%
EXPE vs NIO
-54.3%
+73.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +5.9% | -10.8% | -4.6% |
| 7D | -9.3% | +5.6% | -14.9% | -9.1% |
| 30D | +0.1% | -4.2% | +4.4% | -0.2% |
| 3M | -15.3% | -26.3% | +11.0% | -17.0% |
| 6M | +5.5% | -42.5% | +48.0% | +1.5% |
| YTD | -8.0% | -33.5% | +25.6% | -8.3% |
| 1Y | +18.9% | -52.7% | +71.5% | +11.5% |
| All | +18.9% | -54.3% | +73.1% | +11.5% |
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