+469.8%
GOOGL vs NIO
-38.3%
+508.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -2.1% |
| 7D | -1.9% | -4.1% | +2.3% | -1.5% |
| 30D | -7.5% | -23.2% | +15.8% | -5.2% |
| 3M | -9.2% | -29.9% | +20.8% | -6.3% |
| 6M | +8.1% | -25.1% | +33.2% | +10.3% |
| YTD | +5.8% | -27.5% | +33.3% | +8.2% |
| 1Y | +38.3% | -41.1% | +79.4% | +43.5% |
| 3Y | +144.8% | -63.1% | +207.9% | +154.5% |
| 5Y | +132.5% | -90.4% | +222.9% | +157.8% |
| All | +469.8% | -38.3% | +508.1% | +443.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling