+134.4%
EXPE vs NIO
-36.7%
+171.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -1.5% |
| 7D | -9.5% | -13.0% | +3.5% | -8.2% |
| 30D | -6.6% | -18.3% | +11.7% | -4.7% |
| 3M | +31.4% | -33.2% | +64.6% | +36.7% |
| 6M | +35.2% | -21.5% | +56.7% | +37.3% |
| YTD | +5.8% | -25.5% | +31.3% | +7.8% |
| 1Y | +38.7% | -38.0% | +76.7% | +43.0% |
| 3Y | +175.8% | -65.5% | +241.2% | +190.1% |
| 5Y | +111.8% | -90.6% | +202.4% | +139.5% |
| All | +134.4% | -36.7% | +171.0% | +114.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling