+37.2%
GOOG vs NIO
-38.9%
+76.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.3% | -1.8% |
| 7D | -1.6% | -4.1% | +2.6% | -1.1% |
| 30D | -7.7% | -23.2% | +15.6% | -5.0% |
| 3M | -9.3% | -29.9% | +20.6% | -5.9% |
| 6M | +7.4% | -25.1% | +32.5% | +10.6% |
| YTD | +4.9% | -27.5% | +32.3% | +8.3% |
| 1Y | +37.2% | -41.1% | +78.3% | +47.1% |
| All | +37.2% | -38.9% | +76.2% | +47.1% |
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