+404.6%
GOOG vs NIO
-46.0%
+450.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.2% | +3.2% | +2.1% |
| 7D | +1.2% | -1.8% | +3.0% | +1.3% |
| 30D | -16.7% | -6.6% | -10.1% | -16.2% |
| 3M | -15.2% | -29.9% | +14.7% | -12.5% |
| 6M | -24.8% | -46.6% | +21.9% | -20.6% |
| YTD | -7.2% | -36.5% | +29.3% | -4.1% |
| 1Y | -0.1% | -51.1% | +51.0% | +5.6% |
| 3Y | +118.8% | -55.2% | +174.1% | +123.9% |
| 5Y | +99.9% | -92.3% | +192.2% | +125.7% |
| All | +404.6% | -46.0% | +450.6% | +386.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling