+97.7%
GOOG vs NIO
-93.2%
+190.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.9% | +4.0% | -0.3% |
| 7D | +3.0% | -14.5% | +17.5% | +5.1% |
| 30D | -14.9% | -15.0% | +0.1% | -13.1% |
| 3M | -14.9% | -35.6% | +20.7% | -10.1% |
| 6M | -26.6% | -55.7% | +29.1% | -18.9% |
| YTD | -6.6% | -43.1% | +36.5% | -0.8% |
| 1Y | +5.1% | -53.5% | +58.6% | +14.4% |
| 3Y | +121.0% | -59.8% | +180.8% | +130.6% |
| All | +97.7% | -93.2% | +190.9% | +142.4% |
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