+47.3%
EXPE vs NIO
-93.2%
+140.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.9% | +3.7% | -0.4% |
| 7D | -0.5% | -14.5% | +14.0% | +1.8% |
| 30D | -6.1% | -15.0% | +8.9% | -3.8% |
| 3M | -21.3% | -35.6% | +14.2% | -16.2% |
| 6M | +19.0% | -55.7% | +74.7% | +33.6% |
| YTD | -8.4% | -43.1% | +34.7% | -2.4% |
| 1Y | -2.8% | -53.5% | +50.7% | +6.9% |
| 3Y | +120.8% | -59.8% | +180.6% | +129.5% |
| All | +47.3% | -93.2% | +140.5% | +114.8% |
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 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