+133.7%
GOOG vs NIO
-90.3%
+224.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +1.1% | -6.7% | +7.7% | +2.0% |
| 30D | -5.1% | -20.0% | +15.0% | -2.3% |
| 3M | -7.1% | -30.5% | +23.4% | -2.8% |
| 6M | +12.7% | -20.7% | +33.4% | +15.1% |
| YTD | +7.1% | -25.7% | +32.8% | +10.1% |
| 1Y | +43.6% | -38.6% | +82.2% | +50.3% |
| 3Y | +146.8% | -62.3% | +209.0% | +162.0% |
| 5Y | +133.7% | -90.1% | +223.7% | +175.5% |
| All | +133.7% | -90.3% | +224.0% | +175.5% |
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