+146.8%
GOOG vs NIO
-62.3%
+209.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | +1.1% | -6.7% | +7.7% | +1.6% |
| 30D | -5.1% | -20.0% | +15.0% | -3.5% |
| 3M | -7.1% | -30.5% | +23.4% | -4.6% |
| 6M | +12.7% | -20.7% | +33.4% | +14.3% |
| YTD | +7.1% | -25.7% | +32.8% | +9.0% |
| 1Y | +43.6% | -38.6% | +82.2% | +47.7% |
| 3Y | +146.8% | -62.3% | +209.0% | +147.2% |
| All | +146.8% | -62.3% | +209.1% | +147.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling