+482.2%
GOOG vs NIO
-36.7%
+518.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.5% | -0.9% |
| 7D | -2.1% | -13.0% | +10.9% | -0.9% |
| 30D | -6.8% | -18.3% | +11.4% | -5.2% |
| 3M | -9.1% | -33.2% | +24.1% | -5.8% |
| 6M | +10.7% | -21.5% | +32.2% | +12.6% |
| YTD | +7.1% | -25.5% | +32.6% | +9.2% |
| 1Y | +44.6% | -38.0% | +82.6% | +49.3% |
| 3Y | +147.4% | -65.5% | +212.9% | +158.8% |
| 5Y | +133.8% | -90.6% | +224.4% | +159.2% |
| All | +482.2% | -36.7% | +518.8% | +453.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling